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Edge Capital Group’s NextEra Energy NEE Stock Holding History

Edge Capital 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 		$1.08M Sell
15,082
-1,359
-8% -$106K 0.05% 158
2024
Q3 		$1.39M Sell
16,441
-1,723
-9% -$134K 0.06% 145
2024
Q2 		$1.29M Sell
18,164
-434
-2% -$30.8K 0.06% 146
2024
Q1 		$1.19M Sell
18,598
-3,529
-16% -$207K 0.06% 154
2023
Q4 		$1.34M Buy
22,127
+3,496
+19% +$199K 0.07% 145
2023
Q3 		$1.07M Sell
18,631
-156,283
-89% -$10.8M 0.07% 145
2023
Q2 		$13M Buy
174,914
+6,889
+4% +$522K 0.75% 31
2023
Q1 		$13M Buy
168,025
+27,416
+19% +$2.11M 0.8% 30
2022
Q4 		$11.8M Buy
140,609
+4,341
+3% +$351K 0.82% 29
2022
Q3 		$10.7M Buy
136,268
+734
+0.5% +$62.3K 0.88% 23
2022
Q2 		$10.5M Buy
135,534
+2,017
+2% +$154K 0.91% 27
2022
Q1 		$11.3M Buy
133,517
+5,546
+4% +$444K 0.78% 29
2021
Q4 		$11.9M Buy
127,971
+9,539
+8% +$824K 0.85% 27
2021
Q3 		$9.3M Sell
118,432
-729
-0.6% -$58.8K 0.74% 28
2021
Q2 		$8.73M Sell
119,161
-357
-0.3% -$26.8K 0.7% 29
2021
Q1 		$9.04M Buy
119,518
+61,871
+107% +$4.83M 0.76% 28
2020
Q4 		$4.45M Buy
57,647
+1,443
+3% +$108K 0.37% 64
2020
Q3 		$3.9M Buy
56,204
+1,472
+3% +$102K 0.39% 57
2020
Q2 		$3.29M Buy
54,732
+5,164
+10% +$309K 0.34% 66
2020
Q1 		$2.98M Buy
49,568
+24,960
+101% +$1.57M 0.36% 62
2019
Q4 		$1.49M Sell
24,608
-228
-0.9% -$13.3K 0.14% 97
2019
Q3 		$1.45M Buy
24,836
+768
+3% +$41.6K 0.15% 100
2019
Q2 		$1.23M Buy
24,068
+1,212
+5% +$59.6K 0.12% 111
2019
Q1 		$1.1M Buy
22,856
+1,532
+7% +$70K 0.11% 110
2018
Q4 		$927K Buy
+21,324
New +$932K 0.1% 111

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

Edge Capital Group's NEE Position: Q4 2024 in Review

Edge Capital Group reduced its NextEra Energy (NEE) stake by 8.3% in Q4 2024, selling an estimated $106K and leaving 15,082 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #158.

Edge Capital Group first reported a position in NEE in Q4 2018 and has held it in 25 quarters since. The position peaked at $13M in Q2 2023. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Edge Capital Group held 15,082 shares of NextEra Energy worth $1.08M as of Q4 2024.
  • Edge Capital Group sold 1,359 NextEra Energy shares in Q4 2024, an estimated $106K.
  • NextEra Energy made up 0.05% of Edge Capital Group's portfolio in Q4 2024, its #158 holding.
  • Edge Capital Group first reported a position in NextEra Energy in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's NextEra Energy position peaked at $13M in Q2 2023.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.