EMFO LLC’s NextEra Energy NEE Stock Holding History

EMFO LLC’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	$1.32M	Sell	18,637 -1,000	-5%	-$71K	1.18%	26
2024 Q1	$1.26M	Hold	19,637	–	–	1.15%	24
2023 Q4	$1.19M	Sell	19,637 -4,875	-20%	-$278K	1.1%	28
2023 Q3	$1.4M	Buy	24,512 +8,691	+55%	+$602K	1.32%	25
2023 Q2	$1.17M	Buy	15,821 +4,475	+39%	+$339K	1.07%	26
2023 Q1	$875K	Buy	11,346 +25	+0.2%	+$1.92K	0.82%	30
2022 Q4	$946K	Hold	11,321	–	–	0.95%	25
2022 Q3	$888K	Buy	11,321 +9,736	+614%	+$826K	0.85%	37
2022 Q2	$123K	Sell	1,585 -3,300	-68%	-$251K	0.12%	116
2022 Q1	$414K	Buy	4,885 +765	+19%	+$61.3K	0.38%	59
2021 Q4	$385K	Hold	4,120	–	–	0.34%	59
2021 Q3	$324K	Hold	4,120	–	–	0.29%	68
2021 Q2	$302K	Buy	+4,120	New	+$309K	0.26%	78

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

EMFO LLC's NEE Position: Q2 2024 in Review

EMFO LLC reduced its NextEra Energy (NEE) stake by 5.1% in Q2 2024, selling an estimated $71K and leaving 18,637 shares worth $1.32M. The position accounts for 1.18% of the portfolio, ranked #26.

EMFO LLC first reported a position in NEE in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.4M in Q3 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

EMFO LLC held 18,637 shares of NextEra Energy worth $1.32M as of Q2 2024.
EMFO LLC sold 1,000 NextEra Energy shares in Q2 2024, an estimated $71K.
NextEra Energy made up 1.18% of EMFO LLC's portfolio in Q2 2024, its #26 holding.
EMFO LLC first reported a position in NextEra Energy in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's NextEra Energy position peaked at $1.4M in Q3 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.