Eaton Financial Holdings’s NextEra Energy NEE Stock Holding History

Eaton Financial Holdings’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	-6,515	Closed	-$551K	–	66
2024 Q3	$551K	Buy	+6,515	New	+$508K	0.22%	48
2024 Q1	$423K	Sell	6,615 -131,785	-95%	-$7.72M	0.22%	49
2023 Q4	$8.41M	Sell	138,400 -6,009	-4%	-$342K	2.03%	9
2023 Q3	$8.27M	Buy	144,409 +135,479	+1,517%	+$9.38M	2.22%	6
2023 Q2	$663K	Hold	8,930	–	–	0.5%	34
2023 Q1	$688K	Buy	8,930 +1,433	+19%	+$110K	0.54%	29
2022 Q4	$627K	Buy	+7,497	New	+$606K	0.54%	37

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

Eaton Financial Holdings's NEE Position: Q4 2024 in Review

Eaton Financial Holdings sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 6,515 shares — an estimated $551K sold.

Eaton Financial Holdings first reported a position in NEE in Q4 2022 and held it in 7 quarters. The position peaked at $8.41M in Q4 2023. 2,772 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Eaton Financial Holdings reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Eaton Financial Holdings sold 6,515 NextEra Energy shares in Q4 2024, an estimated $551K.
Eaton Financial Holdings first reported a position in NextEra Energy in Q4 2022 and held it in 7 quarters.
Eaton Financial Holdings's NextEra Energy position peaked at $8.41M in Q4 2023.
2,772 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Eaton Financial Holdings's 13F filing for Q4 2024, filed 10 Feb 2025.