Camarda Financial Advisors’s NextEra Energy NEE Stock Holding History

Camarda 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	–	Sell	-31,315	Closed	-$2.22M	–	88
2024 Q2	$2.22M	Buy	+31,315	New	+$2.22M	0.87%	33
2023 Q1	–	Sell	-13,515	Closed	-$1.13M	–	74
2022 Q4	$1.13M	Buy	13,515 +2,666	+25%	+$215K	1.14%	29
2022 Q3	$851K	Buy	10,849 +981	+10%	+$83.2K	1%	22
2022 Q2	$764K	Sell	9,868 -6,118	-38%	-$466K	0.76%	27
2022 Q1	$1.35M	Buy	15,986 +9,682	+154%	+$776K	0.65%	43
2021 Q4	$589K	Buy	+6,304	New	+$545K	0.33%	51
2019 Q3	–	Sell	-2,104	Closed	-$108K	–	319
2019 Q2	$108K	Sell	2,104 -8	-0.4%	-$394	0.21%	50
2019 Q1	$102K	Buy	2,112 +1,112	+111%	+$50.8K	0.2%	57
2018 Q4	$43K	Sell	1,000 -12,568	-93%	-$550K	0.05%	87
2018 Q3	$568K	Buy	13,568 +896	+7%	+$38.1K	0.64%	30
2018 Q2	$529K	Buy	12,672 +472	+4%	+$19.1K	0.56%	38
2018 Q1	$498K	Sell	12,200 -800	-6%	-$30.8K	0.52%	43
2017 Q4	$508K	Sell	13,000 -908	-7%	-$35.1K	0.61%	42
2017 Q3	$510K	Buy	+13,908	New	+$509K	0.55%	52
2017 Q1	–	Sell	-1,036	Closed	-$31K	–	226
2016 Q4	$31K	Buy	+1,036	New	+$31K	0.02%	139
2013 Q3	–	Sell	-1,240	Closed	-$25K	–	180
2013 Q2	$25K	Buy	+1,240	New	+$24.6K	0.02%	125

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

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

Camarda Financial Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 31,315 shares — an estimated $2.22M sold.

Camarda Financial Advisors first reported a position in NEE in Q2 2013 and held it in 16 quarters. The position peaked at $2.22M in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Camarda Financial Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Camarda Financial Advisors sold 31,315 NextEra Energy shares in Q3 2024, an estimated $2.22M.
Camarda Financial Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 16 quarters.
Camarda Financial Advisors's NextEra Energy position peaked at $2.22M in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Camarda Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.