CoreFirst Bank & Trust’s NextEra Energy NEE Stock Holding History

CoreFirst Bank & Trust’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 Q2	–	Sell	-3,800	Closed	-$243K	–	274
2024 Q1	$243K	Sell	3,800 -60	-2%	-$3.52K	0.15%	112
2023 Q4	$234K	Sell	3,860 -90	-2%	-$5.13K	0.16%	112
2023 Q3	$226K	Sell	3,950 -1,100	-22%	-$76.2K	0.16%	114
2023 Q2	$375K	Sell	5,050 -980	-16%	-$74.2K	0.26%	90
2023 Q1	$465K	Hold	6,030	–	–	0.34%	71
2022 Q4	$504K	Sell	6,030 -288	-5%	-$23.3K	0.38%	62
2022 Q3	$495K	Hold	6,318	–	–	0.43%	56
2022 Q2	$489K	Hold	6,318	–	–	0.39%	59
2022 Q1	$535K	Buy	6,318 +200	+3%	+$16K	0.37%	66
2021 Q4	$571K	Hold	6,118	–	–	0.37%	67
2021 Q3	$480K	Hold	6,118	–	–	0.33%	74
2021 Q2	$448K	Hold	6,118	–	–	0.3%	78
2021 Q1	$463K	Hold	6,118	–	–	0.32%	71
2020 Q4	$472K	Buy	+6,118	New	+$458K	0.35%	63

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

CoreFirst Bank & Trust's NEE Position: Q2 2024 in Review

CoreFirst Bank & Trust sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 3,800 shares — an estimated $243K sold.

CoreFirst Bank & Trust first reported a position in NEE in Q4 2020 and held it in 14 quarters. The position peaked at $571K in Q4 2021. 2,541 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

CoreFirst Bank & Trust reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
CoreFirst Bank & Trust sold 3,800 NextEra Energy shares in Q2 2024, an estimated $243K.
CoreFirst Bank & Trust first reported a position in NextEra Energy in Q4 2020 and held it in 14 quarters.
CoreFirst Bank & Trust's NextEra Energy position peaked at $571K in Q4 2021.
2,541 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2024, filed 14 Aug 2024.