Custom Portfolio Group’s NextEra Energy NEE Stock Holding History

Custom Portfolio Group’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	$141K	Hold	1,992	–	–	0.11%	58
2024 Q1	$127K	Hold	1,992	–	–	0.1%	62
2023 Q4	$121K	Buy	+1,992	New	+$114K	0.11%	59

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Custom Portfolio Group's NEE Position: Q2 2024 in Review

Custom Portfolio Group held its NextEra Energy (NEE) position steady in Q2 2024 at 1,992 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #58.

Custom Portfolio Group first reported a position in NEE in Q4 2023 and has held it in 3 quarters since. 2,545 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Custom Portfolio Group held 1,992 shares of NextEra Energy worth $141K as of Q2 2024.
Custom Portfolio Group left its NextEra Energy share count unchanged in Q2 2024.
NextEra Energy made up 0.11% of Custom Portfolio Group's portfolio in Q2 2024, its #58 holding.
Custom Portfolio Group first reported a position in NextEra Energy in Q4 2023 and has held it in 3 quarters since.
2,545 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.