Cassady Schiller Wealth Management’s NextEra Energy NEE Stock Holding History

Cassady Schiller 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	$283K	Buy	3,949 +163	+4%	+$12.7K	0.1%	94
2024 Q3	$320K	Hold	3,786	–	–	0.12%	87
2024 Q2	$268K	Hold	3,786	–	–	0.11%	93
2024 Q1	$242K	Sell	3,786 -575	-13%	-$33.7K	0.11%	104
2023 Q4	$265K	Hold	4,361	–	–	0.13%	87
2023 Q3	$250K	Buy	4,361 +103	+2%	+$7.13K	0.14%	84
2023 Q2	$316K	Hold	4,258	–	–	0.17%	81
2023 Q1	$328K	Sell	4,258 -24	-0.6%	-$1.85K	0.15%	78
2022 Q4	$358K	Sell	4,282 -829	-16%	-$67K	0.22%	74
2022 Q3	$401K	Buy	5,111 +245	+5%	+$20.8K	0.23%	70
2022 Q2	$377K	Sell	4,866 -16	-0.3%	-$1.22K	0.2%	68
2022 Q1	$414K	Buy	4,882 +662	+16%	+$53.1K	0.2%	72
2021 Q4	$394K	Buy	+4,220	New	+$365K	0.24%	64

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

Cassady Schiller Wealth Management's NEE Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its NextEra Energy (NEE) stake by 4.3% in Q4 2024, buying an estimated $12.7K and bringing the position to 3,949 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #94.

Cassady Schiller Wealth Management first reported a position in NEE in Q4 2021 and has held it in 13 quarters since. The position peaked at $414K in Q1 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Cassady Schiller Wealth Management held 3,949 shares of NextEra Energy worth $283K as of Q4 2024.
Cassady Schiller Wealth Management bought 163 NextEra Energy shares in Q4 2024, an estimated $12.7K.
NextEra Energy made up 0.1% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #94 holding.
Cassady Schiller Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's NextEra Energy position peaked at $414K in Q1 2022.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.