Blue Bell Private Wealth Management’s NextEra Energy NEE Stock Holding History

Blue Bell Private 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	–	Sell	-82	Closed	-$6.89K	–	695
2024 Q3	$6.89K	Sell	82 -332	-80%	-$25.9K	﹤0.01%	549
2024 Q2	$29.3K	Buy	414 +60	+17%	+$4.26K	0.01%	420
2024 Q1	$22.6K	Buy	354 +9	+3%	+$527	﹤0.01%	451
2023 Q4	$20.9K	Buy	345 +82	+31%	+$4.67K	0.01%	424
2023 Q3	$15.1K	Buy	263 +49	+23%	+$3.39K	﹤0.01%	389
2023 Q2	$15.9K	Buy	214 +114	+114%	+$8.63K	﹤0.01%	374
2023 Q1	$7.71K	Hold	100	–	–	﹤0.01%	411
2022 Q4	$8.36K	Hold	100	–	–	﹤0.01%	393
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	399
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	425
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	469
2021 Q4	$9K	Buy	+100	New	+$8.64K	﹤0.01%	423

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

Blue Bell Private Wealth Management's NEE Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 82 shares — an estimated $6.89K sold.

Blue Bell Private Wealth Management first reported a position in NEE in Q4 2021 and held it in 12 quarters. The position peaked at $29.3K in Q2 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Blue Bell Private Wealth Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 82 NextEra Energy shares in Q4 2024, an estimated $6.89K.
Blue Bell Private Wealth Management first reported a position in NextEra Energy in Q4 2021 and held it in 12 quarters.
Blue Bell Private Wealth Management's NextEra Energy position peaked at $29.3K in Q2 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.