Coulter & Justus Financial Services’s NextEra Energy NEE Stock Holding History

Coulter & Justus Financial Services’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 Q1	$9.85M	Buy	+154,172	New	+$9.03M	2.19%	20

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coulter & Justus Financial Services's NEE Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in NextEra Energy (NEE) in Q1 2024: 154,172 shares worth $9.85M. The stake represents 2.19% of the portfolio and ranks #20 among its holdings.

2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Coulter & Justus Financial Services held 154,172 shares of NextEra Energy worth $9.85M as of Q1 2024.
NextEra Energy was a new Coulter & Justus Financial Services position in Q1 2024.
NextEra Energy made up 2.19% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #20 holding.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.