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EdgeRock Capital’s NextEra Energy NEE Stock Holding History

EdgeRock Capital’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 		– Sell
-761
Closed -$53.9K – 215
2024
Q2 		$53.9K Buy
+761
New +$54K 0.04% 107
2024
Q1 		– Sell
-419
Closed -$24.4K – 231
2023
Q4 		$24.4K Buy
+419
New +$23.9K 0.02% 165
2022
Q4 		– Sell
-8
Closed -$1K – 265
2022
Q3 		$1K Buy
+8
New +$679 ﹤0.01% 349

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

EdgeRock Capital's NEE Position: Q3 2024 in Review

EdgeRock Capital sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 761 shares — an estimated $53.9K sold.

EdgeRock Capital first reported a position in NEE in Q3 2022 and held it in 3 quarters. The position peaked at $53.9K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • EdgeRock Capital reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 761 NextEra Energy shares in Q3 2024, an estimated $53.9K.
  • EdgeRock Capital first reported a position in NextEra Energy in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's NextEra Energy position peaked at $53.9K in Q2 2024.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.