AlphaQ Advisors’s NextEra Energy NEE Stock Holding History

AlphaQ 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	–	Sell	-3,800	Closed	-$321K	–	33
2024 Q3	$321K	Buy	+3,800	New	+$297K	0.89%	25

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

AlphaQ Advisors's NEE Position: Q4 2024 in Review

AlphaQ Advisors sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 3,800 shares — an estimated $321K sold.

AlphaQ Advisors first reported a position in NEE in Q3 2024 and held it in 1 quarter. The position peaked at $321K in Q3 2024. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

AlphaQ Advisors reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
AlphaQ Advisors sold 3,800 NextEra Energy shares in Q4 2024, an estimated $321K.
AlphaQ Advisors first reported a position in NextEra Energy in Q3 2024 and held it in 1 quarter.
AlphaQ Advisors's NextEra Energy position peaked at $321K in Q3 2024.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on AlphaQ Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.