Axiom Advisory’s NextEra Energy NEE Stock Holding History

Axiom Advisory’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	$240K	Buy	3,072 +96	+3%	+$7.49K	﹤0.01%	270
2024 Q2	$211K	Buy	+2,976	New	+$211K	﹤0.01%	277

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

Axiom Advisory's NEE Position: Q3 2024 in Review

Axiom Advisory increased its NextEra Energy (NEE) stake by 3.2% in Q3 2024, buying an estimated $7.49K and bringing the position to 3,072 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Axiom Advisory first reported a position in NEE in Q2 2024 and has held it in 2 quarters since. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Axiom Advisory held 3,072 shares of NextEra Energy worth $240K as of Q3 2024.
Axiom Advisory bought 96 NextEra Energy shares in Q3 2024, an estimated $7.49K.
NextEra Energy made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #270 holding.
Axiom Advisory first reported a position in NextEra Energy in Q2 2024 and has held it in 2 quarters since.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.