Credential Qtrade Securities’s NextEra Energy NEE Stock Holding History

Credential Qtrade Securities’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	$874K	Buy	13,678 +13,640	+35,895%	+$799K	0.05%	159
2023 Q4	$2.31K	Hold	38	–	–	﹤0.01%	345
2023 Q3	$2.18K	Sell	38 -914	-96%	-$63.3K	﹤0.01%	326
2023 Q2	$70.6K	Buy	952 +914	+2,405%	+$69.2K	﹤0.01%	246
2023 Q1	$2.93K	Hold	38	–	–	﹤0.01%	341
2022 Q4	$3.18K	Sell	38 -22	-37%	-$1.78K	﹤0.01%	316
2022 Q3	$4.7K	Buy	+60	New	+$5.09K	﹤0.01%	309
2020 Q1	–	Sell	-256	Closed	-$15.5K	–	319
2019 Q4	$15.5K	Buy	+256	New	+$14.9K	﹤0.01%	248

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

Credential Qtrade Securities's NEE Position: Q1 2024 in Review

Credential Qtrade Securities increased its NextEra Energy (NEE) stake by 35,895% in Q1 2024, buying an estimated $799K and bringing the position to 13,678 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #159.

Credential Qtrade Securities first reported a position in NEE in Q4 2019 and has held it in 8 quarters since. 2,464 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Credential Qtrade Securities held 13,678 shares of NextEra Energy worth $874K as of Q1 2024.
Credential Qtrade Securities bought 13,640 NextEra Energy shares in Q1 2024, an estimated $799K.
NextEra Energy made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #159 holding.
Credential Qtrade Securities first reported a position in NextEra Energy in Q4 2019 and has held it in 8 quarters since.
2,464 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.