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Curi Wealth Management’s NextEra Energy NEE Stock Holding History

Curi 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
Q1 		– Sell
-8,229
Closed -$500K – 93
2023
Q4 		$500K Sell
8,229
-65
-0.8% -$3.7K 0.07% 88
2023
Q3 		$475K Sell
8,294
-209
-2% -$14.5K 0.07% 88
2023
Q2 		$631K Sell
8,503
-638
-7% -$48.3K 0.09% 87
2023
Q1 		$705K Sell
9,141
-380
-4% -$29.2K 0.1% 90
2022
Q4 		$796K Buy
9,521
+95
+1% +$7.67K 0.11% 99
2022
Q3 		$739K Buy
9,426
+3,104
+49% +$263K 0.12% 87
2022
Q2 		$490K Buy
6,322
+3,043
+93% +$232K 0.09% 65
2022
Q1 		$277K Sell
3,279
-35
-1% -$2.81K 0.05% 91
2021
Q4 		$309K Buy
3,314
+9
+0.3% +$778 0.05% 87
2021
Q3 		$259K Sell
3,305
-216
-6% -$17.4K 0.12% 76
2021
Q2 		$258K Buy
3,521
+13
+0.4% +$976 0.13% 78
2021
Q1 		$265K Buy
3,508
+629
+22% +$49.1K 0.17% 72
2020
Q4 		$222K Buy
+2,879
New +$215K 0.16% 76

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curi Wealth Management's NEE Position: Q1 2024 in Review

Curi Wealth Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 8,229 shares — an estimated $500K sold.

Curi Wealth Management first reported a position in NEE in Q4 2020 and held it in 13 quarters. The position peaked at $796K in Q4 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Curi Wealth Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 8,229 NextEra Energy shares in Q1 2024, an estimated $500K.
  • Curi Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's NextEra Energy position peaked at $796K in Q4 2022.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.