BFA
NEE icon

BBJS Financial Advisors’s NextEra Energy NEE Stock Holding History

BBJS Financial 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
Q3 		$50.9K Buy
603
+2
+0.3% +$156 0.02% 73
2024
Q2 		$42.6K Buy
+601
New +$42.6K 0.02% 74

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

BBJS Financial Advisors's NEE Position: Q3 2024 in Review

BBJS Financial Advisors increased its NextEra Energy (NEE) stake by 0.33% in Q3 2024, buying an estimated $156 and bringing the position to 603 shares worth $50.9K. The position accounts for 0.02% of the portfolio, ranked #73.

BBJS Financial Advisors 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.

  • BBJS Financial Advisors held 603 shares of NextEra Energy worth $50.9K as of Q3 2024.
  • BBJS Financial Advisors bought 2 NextEra Energy shares in Q3 2024, an estimated $156.
  • NextEra Energy made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #73 holding.
  • BBJS Financial Advisors 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 BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.