AlphaMark Advisors’s NextEra Energy NEE Stock Holding History

AlphaMark 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 Q4	$14K	Sell	190 -643	-77%	-$50K	0.01%	404
2024 Q3	$70K	Buy	833 +749	+892%	+$58.5K	0.02%	313
2024 Q2	$6K	Hold	84	–	–	﹤0.01%	596
2024 Q1	$5K	Hold	84	–	–	﹤0.01%	601
2023 Q4	$5K	Hold	84	–	–	﹤0.01%	592
2023 Q3	$5K	Hold	84	–	–	﹤0.01%	587
2023 Q2	$6K	Hold	84	–	–	﹤0.01%	470
2023 Q1	$6K	Sell	84 -68	-45%	-$5.23K	﹤0.01%	480
2022 Q4	$13K	Sell	152 -125	-45%	-$10.1K	0.01%	343
2022 Q3	$22K	Buy	+277	New	+$23.5K	0.01%	308
2020 Q2	–	Sell	-44	Closed	-$3K	–	599
2020 Q1	$3K	Buy	+44	New	+$2.77K	﹤0.01%	429

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

AlphaMark Advisors's NEE Position: Q4 2024 in Review

AlphaMark Advisors reduced its NextEra Energy (NEE) stake by 77% in Q4 2024, selling an estimated $50K and leaving 190 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #404.

AlphaMark Advisors first reported a position in NEE in Q1 2020 and has held it in 11 quarters since. The position peaked at $70K in Q3 2024. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

AlphaMark Advisors held 190 shares of NextEra Energy worth $14K as of Q4 2024.
AlphaMark Advisors sold 643 NextEra Energy shares in Q4 2024, an estimated $50K.
NextEra Energy made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #404 holding.
AlphaMark Advisors first reported a position in NextEra Energy in Q1 2020 and has held it in 11 quarters since.
AlphaMark Advisors's NextEra Energy position peaked at $70K in Q3 2024.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.