All Season Financial Advisors’s NextEra Energy NEE Stock Holding History

All Season Financial Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$223K	Buy	+2,633	New	+$205K	0.19%	91
2022 Q2	–	Sell	-3,094	Closed	-$262K	–	152
2022 Q1	$262K	Sell	3,094 -2,154	-41%	-$173K	0.19%	123
2021 Q4	$490K	Sell	5,248 -115	-2%	-$9.94K	0.34%	60
2021 Q3	$421K	Buy	5,363 +2,505	+88%	+$202K	0.34%	67
2021 Q2	$209K	Buy	+2,858	New	+$214K	0.15%	122

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

All Season Financial Advisors's NEE Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in NextEra Energy (NEE) in Q3 2024: 2,633 shares worth $223K. The stake represents 0.19% of the portfolio and ranks #91 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in NEE as recently as Q1 2022.

All Season Financial Advisors first reported a position in NEE in Q2 2021 and has held it in 5 quarters since. The position peaked at $490K in Q4 2021. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

All Season Financial Advisors held 2,633 shares of NextEra Energy worth $223K as of Q3 2024.
NextEra Energy was a new All Season Financial Advisors position in Q3 2024.
NextEra Energy made up 0.19% of All Season Financial Advisors's portfolio in Q3 2024, its #91 holding.
All Season Financial Advisors first reported a position in NextEra Energy in Q2 2021 and has held it in 5 quarters since.
All Season Financial Advisors's NextEra Energy position peaked at $490K in Q4 2021.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.