David J. Yvars Group’s NextEra Energy NEE Stock Holding History

David J. Yvars 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 Q4	–	Sell	-2,600	Closed	-$220K	–	84
2024 Q3	$220K	Buy	+2,600	New	+$203K	0.14%	69
2023 Q2	–	Sell	-2,600	Closed	-$200K	–	84
2023 Q1	$200K	Hold	2,600	–	–	0.18%	68
2022 Q4	$217K	Hold	2,600	–	–	0.27%	55
2022 Q3	$204K	Hold	2,600	–	–	0.23%	57
2022 Q2	$209K	Hold	2,600	–	–	0.28%	54
2022 Q1	$220K	Hold	2,600	–	–	0.15%	71
2021 Q4	$243K	Hold	2,600	–	–	0.15%	70
2021 Q3	$206K	Buy	+2,600	New	+$210K	0.12%	80
2021 Q1	–	Sell	-2,600	Closed	-$201K	–	86
2020 Q4	$201K	Buy	+2,600	New	+$194K	0.14%	76

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

David J. Yvars Group's NEE Position: Q4 2024 in Review

David J. Yvars Group sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,600 shares — an estimated $220K sold.

David J. Yvars Group first reported a position in NEE in Q4 2020 and held it in 9 quarters. The position peaked at $243K in Q4 2021. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

David J. Yvars Group reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
David J. Yvars Group sold 2,600 NextEra Energy shares in Q4 2024, an estimated $220K.
David J. Yvars Group first reported a position in NextEra Energy in Q4 2020 and held it in 9 quarters.
David J. Yvars Group's NextEra Energy position peaked at $243K in Q4 2021.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on David J. Yvars Group's 13F filing for Q4 2024, filed 14 Jan 2025.