Dupree Financial Group’s NextEra Energy NEE Stock Holding History

Dupree Financial 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	–	Sell	-67,938	Closed	-$4.34M	–	69
2024 Q1	$4.34M	Buy	67,938 +278	+0.4%	+$16.3K	1.93%	24
2023 Q4	$4.11M	Buy	+67,660	New	+$3.86M	2.01%	22

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

Dupree Financial Group's NEE Position: Q2 2024 in Review

Dupree Financial Group sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 67,938 shares — an estimated $4.34M sold.

Dupree Financial Group first reported a position in NEE in Q4 2023 and held it in 2 quarters. The position peaked at $4.34M in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Dupree Financial Group reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Dupree Financial Group sold 67,938 NextEra Energy shares in Q2 2024, an estimated $4.34M.
Dupree Financial Group first reported a position in NextEra Energy in Q4 2023 and held it in 2 quarters.
Dupree Financial Group's NextEra Energy position peaked at $4.34M in Q1 2024.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Dupree Financial Group's 13F filing for Q2 2024, filed 23 Jul 2024.