AWM
NEE icon

Avitas Wealth Management’s NextEra Energy NEE Stock Holding History

Avitas Wealth Management’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 		$2.79M Buy
38,964
+191
+0.5% +$14.8K 0.39% 66
2024
Q3 		$3.28M Buy
38,773
+485
+1% +$37.8K 0.46% 56
2024
Q2 		$2.71M Buy
38,288
+57
+0.1% +$4.04K 0.4% 63
2024
Q1 		$2.44M Buy
38,231
+388
+1% +$22.7K 0.37% 71
2023
Q4 		$2.3M Buy
37,843
+1,057
+3% +$60.2K 0.38% 72
2023
Q3 		$2.11M Sell
36,786
-30,749
-46% -$2.13M 0.4% 72
2023
Q2 		$5.01M Buy
67,535
+423
+0.6% +$32K 0.91% 27
2023
Q1 		$5.17M Sell
67,112
-668
-1% -$51.4K 1.01% 25
2022
Q4 		$5.67M Sell
67,780
-633
-0.9% -$51.1K 1.2% 21
2022
Q3 		$5.36M Sell
68,413
-11,980
-15% -$1.02M 1.23% 19
2022
Q2 		$6.23M Sell
80,393
-4,474
-5% -$341K 1.36% 15
2022
Q1 		$7.19M Buy
84,867
+1,954
+2% +$157K 1.3% 14
2021
Q4 		$7.74M Buy
82,913
+1,283
+2% +$111K 1.3% 15
2021
Q3 		$6.41M Sell
81,630
-417
-0.5% -$33.6K 1.17% 16
2021
Q2 		$6.01M Buy
82,047
+1,988
+2% +$149K 1.07% 23
2021
Q1 		$6.05M Buy
80,059
+34,731
+77% +$2.71M 1.19% 16
2020
Q4 		$3.5M Buy
45,328
+12,236
+37% +$915K 0.71% 39
2020
Q3 		$2.3M Buy
33,092
+512
+2% +$35.3K 0.64% 52
2020
Q2 		$1.96M Buy
32,580
+20,516
+170% +$1.23M 0.65% 59
2020
Q1 		$726K Buy
12,064
+192
+2% +$12.1K 0.33% 85
2019
Q4 		$719K Sell
11,872
-12
-0.1% -$701 0.18% 124
2019
Q3 		$692K Buy
11,884
+56
+0.5% +$3.03K 0.19% 120
2019
Q2 		$606K Sell
11,828
-300
-2% -$14.8K 0.17% 132
2019
Q1 		$586K Sell
12,128
-748
-6% -$34.2K 0.17% 128
2018
Q4 		$560K Buy
+12,876
New +$563K 0.18% 129

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avitas Wealth Management's NEE Position: Q4 2024 in Review

Avitas Wealth Management increased its NextEra Energy (NEE) stake by 0.49% in Q4 2024, buying an estimated $14.8K and bringing the position to 38,964 shares worth $2.79M. The position accounts for 0.39% of the portfolio, ranked #66.

Avitas Wealth Management first reported a position in NEE in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.74M in Q4 2021. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Avitas Wealth Management held 38,964 shares of NextEra Energy worth $2.79M as of Q4 2024.
  • Avitas Wealth Management bought 191 NextEra Energy shares in Q4 2024, an estimated $14.8K.
  • NextEra Energy made up 0.39% of Avitas Wealth Management's portfolio in Q4 2024, its #66 holding.
  • Avitas Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 25 quarters since.
  • Avitas Wealth Management's NextEra Energy position peaked at $7.74M in Q4 2021.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.