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Campbell Wealth Management’s NextEra Energy NEE Stock Holding History

Campbell 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 		$988K Buy
13,775
+2,486
+22% +$193K 0.09% 28
2024
Q3 		$954K Buy
11,289
+575
+5% +$44.9K 0.09% 25
2024
Q2 		$759K Hold
10,714
– – 0.25% 14
2024
Q1 		$685K Buy
10,714
+2,376
+28% +$139K 0.07% 36
2023
Q4 		$506K Sell
8,338
-796
-9% -$45.4K 0.06% 28
2023
Q3 		$523K Buy
9,134
+295
+3% +$20.4K 0.06% 35
2023
Q2 		$656K Hold
8,839
– – 0.08% 28
2023
Q1 		$681K Sell
8,839
-84
-0.9% -$6.46K 0.09% 31
2022
Q4 		$746K Buy
8,923
+30
+0.3% +$2.42K 0.1% 28
2022
Q3 		$697K Buy
8,893
+1,044
+13% +$88.6K 0.1% 29
2022
Q2 		$608K Sell
7,849
-1,025
-12% -$78K 0.09% 24
2022
Q1 		$752K Hold
8,874
– – 0.09% 24
2021
Q4 		$828K Hold
8,874
– – 0.09% 24
2021
Q3 		$697K Buy
8,874
+54
+0.6% +$4.36K 0.09% 23
2021
Q2 		$646K Hold
8,820
– – 0.09% 23
2021
Q1 		$667K Sell
8,820
-368
-4% -$28.7K 0.09% 23
2020
Q4 		$709K Sell
9,188
-1,200
-12% -$89.8K 0.1% 23
2020
Q3 		$721K Hold
10,388
– – 0.12% 24
2020
Q2 		$624K Sell
10,388
-144
-1% -$8.62K 0.11% 24
2020
Q1 		$634K Hold
10,532
– – 0.14% 23
2019
Q4 		$638K Buy
10,532
+144
+1% +$8.41K 0.13% 25
2019
Q3 		$605K Buy
+10,388
New +$562K 0.13% 23

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

Campbell Wealth Management's NEE Position: Q4 2024 in Review

Campbell Wealth Management increased its NextEra Energy (NEE) stake by 22% in Q4 2024, buying an estimated $193K and bringing the position to 13,775 shares worth $988K. The position accounts for 0.09% of the portfolio, ranked #28.

Campbell Wealth Management first reported a position in NEE in Q3 2019 and has held it in 22 quarters since. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Campbell Wealth Management held 13,775 shares of NextEra Energy worth $988K as of Q4 2024.
  • Campbell Wealth Management bought 2,486 NextEra Energy shares in Q4 2024, an estimated $193K.
  • NextEra Energy made up 0.09% of Campbell Wealth Management's portfolio in Q4 2024, its #28 holding.
  • Campbell Wealth Management first reported a position in NextEra Energy in Q3 2019 and has held it in 22 quarters since.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.