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Dixon Mitchell Investment Counsel’s NextEra Energy NEE Stock Holding History

Dixon Mitchell Investment Counsel’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 		– Sell
-148
Closed -$9.46K – 193
2024
Q1 		$9.46K Buy
+148
New +$8.67K ﹤0.01% 138

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dixon Mitchell Investment Counsel's NEE Position: Q2 2024 in Review

Dixon Mitchell Investment Counsel sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 148 shares — an estimated $9.46K sold.

Dixon Mitchell Investment Counsel first reported a position in NEE in Q1 2024 and held it in 1 quarter. The position peaked at $9.46K in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Dixon Mitchell Investment Counsel reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 148 NextEra Energy shares in Q2 2024, an estimated $9.46K.
  • Dixon Mitchell Investment Counsel first reported a position in NextEra Energy in Q1 2024 and held it in 1 quarter.
  • Dixon Mitchell Investment Counsel's NextEra Energy position peaked at $9.46K in Q1 2024.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2024, filed 12 Jul 2024.