Annapolis Financial Services’s NextEra Energy NEE Stock Holding History

Annapolis Financial Services’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	$230K	Buy	2,725 +4	+0.1%	+$312	0.07%	88
2024 Q2	$193K	Hold	2,721	–	–	0.06%	95
2024 Q1	$174K	Hold	2,721	–	–	0.06%	93
2023 Q4	$165K	Sell	2,721 -90	-3%	-$5.13K	0.04%	124
2023 Q3	$161K	Buy	2,811 +164	+6%	+$11.4K	0.05%	121
2023 Q2	$196K	Sell	2,647 -219	-8%	-$16.6K	0.06%	112
2023 Q1	$221K	Sell	2,866 -6,000	-68%	-$461K	0.07%	105
2022 Q4	$741K	Sell	8,866 -65	-0.7%	-$5.25K	0.24%	64
2022 Q3	$700K	Buy	8,931 +215	+2%	+$18.2K	0.26%	64
2022 Q2	$675K	Hold	8,716	–	–	0.25%	61
2022 Q1	$738K	Sell	8,716 -560	-6%	-$44.9K	0.24%	66
2021 Q4	$866K	Buy	9,276 +560	+6%	+$48.4K	0.27%	62
2021 Q3	$684K	Buy	8,716 +120	+1%	+$9.68K	0.23%	68
2021 Q2	$630K	Hold	8,596	–	–	0.21%	69
2021 Q1	$650K	Hold	8,596	–	–	0.24%	58
2020 Q4	$663K	Buy	+8,596	New	+$643K	0.26%	56

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

Annapolis Financial Services's NEE Position: Q3 2024 in Review

Annapolis Financial Services increased its NextEra Energy (NEE) stake by 0.15% in Q3 2024, buying an estimated $312 and bringing the position to 2,725 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #88.

Annapolis Financial Services first reported a position in NEE in Q4 2020 and has held it in 16 quarters since. The position peaked at $866K in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Annapolis Financial Services held 2,725 shares of NextEra Energy worth $230K as of Q3 2024.
Annapolis Financial Services bought 4 NextEra Energy shares in Q3 2024, an estimated $312.
NextEra Energy made up 0.07% of Annapolis Financial Services's portfolio in Q3 2024, its #88 holding.
Annapolis Financial Services first reported a position in NextEra Energy in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's NextEra Energy position peaked at $866K in Q4 2021.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.