Diversified’s NextEra Energy NEE Stock Holding History

Diversified’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 Q3	$731K	Sell	8,650 -56	-0.6%	-$4.37K	0.08%	95
2024 Q2	$616K	Buy	8,706 +1,086	+14%	+$77.1K	0.07%	102
2024 Q1	$487K	Sell	7,620 -231	-3%	-$13.5K	0.07%	90
2023 Q4	$477K	Buy	7,851 +177	+2%	+$10.1K	0.1%	83
2023 Q3	$440K	Buy	7,674 +1,595	+26%	+$110K	0.11%	83
2023 Q2	$451K	Sell	6,079 -219	-3%	-$16.6K	0.11%	77
2023 Q1	$485K	Buy	6,298 +20	+0.3%	+$1.54K	0.17%	72
2022 Q4	$525K	Buy	6,278 +1,152	+22%	+$93.1K	0.21%	71
2022 Q3	$402K	Buy	+5,126	New	+$435K	0.2%	64

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 $1.56T 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

Diversified's NEE Position: Q3 2024 in Review

Diversified reduced its NextEra Energy (NEE) stake by 0.64% in Q3 2024, selling an estimated $4.37K and leaving 8,650 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #95.

Diversified first reported a position in NEE in Q3 2022 and has held it in 9 quarters since. 2,664 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Diversified held 8,650 shares of NextEra Energy worth $731K as of Q3 2024.
Diversified sold 56 NextEra Energy shares in Q3 2024, an estimated $4.37K.
NextEra Energy made up 0.08% of Diversified's portfolio in Q3 2024, its #95 holding.
Diversified first reported a position in NextEra Energy in Q3 2022 and has held it in 9 quarters since.
2,664 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.