Brophy Wealth Management’s NextEra Energy NEE Stock Holding History

Brophy 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 Q3	$1.1M	Buy	+13,065	New	+$1.02M	0.4%	60

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

Brophy Wealth Management's NEE Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in NextEra Energy (NEE) in Q3 2024: 13,065 shares worth $1.1M. The stake represents 0.4% of the portfolio and ranks #60 among its holdings.

2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Brophy Wealth Management held 13,065 shares of NextEra Energy worth $1.1M as of Q3 2024.
NextEra Energy was a new Brophy Wealth Management position in Q3 2024.
NextEra Energy made up 0.4% of Brophy Wealth Management's portfolio in Q3 2024, its #60 holding.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.