Carmichael Hill & Associates’s NextEra Energy NEE Stock Holding History

Carmichael Hill & Associates’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	$452K	Buy	5,345 +31	+0.6%	+$2.42K	0.16%	107
2024 Q2	$376K	Hold	5,314	–	–	0.15%	113
2024 Q1	$340K	Hold	5,314	–	–	0.13%	123
2023 Q4	$323K	Hold	5,314	–	–	0.13%	127
2023 Q3	$304K	Hold	5,314	–	–	0.14%	123
2023 Q2	$394K	Sell	5,314 -84	-2%	-$6.36K	0.18%	103
2023 Q1	$416K	Buy	5,398 +592	+12%	+$45.5K	0.2%	97
2022 Q4	$402K	Hold	4,806	–	–	0.21%	96
2022 Q3	$377K	Hold	4,806	–	–	0.2%	97
2022 Q2	$372K	Buy	4,806 +21	+0.4%	+$1.6K	0.2%	105
2022 Q1	$405K	Hold	4,785	–	–	0.19%	106
2021 Q4	$447K	Hold	4,785	–	–	0.2%	111
2021 Q3	$376K	Hold	4,785	–	–	0.19%	111
2021 Q2	$351K	Sell	4,785 -15	-0.3%	-$1.13K	0.18%	115
2021 Q1	$363K	Hold	4,800	–	–	0.2%	99
2020 Q4	$370K	Hold	4,800	–	–	0.22%	93
2020 Q3	$333K	Hold	4,800	–	–	0.22%	92
2020 Q2	$288K	Hold	4,800	–	–	0.21%	99
2020 Q1	$289K	Hold	4,800	–	–	0.25%	80
2019 Q4	$291K	Hold	4,800	–	–	0.21%	99
2019 Q3	$280K	Buy	4,800 +40	+0.8%	+$2.17K	0.28%	86
2019 Q2	$244K	Hold	4,760	–	–	0.24%	97
2019 Q1	$230K	Hold	4,760	–	–	0.24%	97
2018 Q4	$207K	Buy	+4,760	New	+$208K	0.24%	99

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

Carmichael Hill & Associates's NEE Position: Q3 2024 in Review

Carmichael Hill & Associates increased its NextEra Energy (NEE) stake by 0.58% in Q3 2024, buying an estimated $2.42K and bringing the position to 5,345 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #107.

Carmichael Hill & Associates first reported a position in NEE in Q4 2018 and has held it in 24 quarters since. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Carmichael Hill & Associates held 5,345 shares of NextEra Energy worth $452K as of Q3 2024.
Carmichael Hill & Associates bought 31 NextEra Energy shares in Q3 2024, an estimated $2.42K.
NextEra Energy made up 0.16% of Carmichael Hill & Associates's portfolio in Q3 2024, its #107 holding.
Carmichael Hill & Associates first reported a position in NextEra Energy in Q4 2018 and has held it in 24 quarters since.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.