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Executive Wealth Management’s NextEra Energy NEE Stock Holding History

Executive Wealth Management’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 		$7.56M Buy
105,466
+21,299
+25% +$1.65M 0.59% 57
2024
Q3 		$7.11M Sell
84,167
-1,126
-1% -$87.9K 0.56% 62
2024
Q2 		$6.04M Sell
85,293
-9,109
-10% -$646K 1.11% 30
2024
Q1 		$5.98M Sell
94,402
-17,549
-16% -$1.03M 0.52% 69
2023
Q4 		$6.8M Buy
111,951
+12,469
+13% +$711K 0.64% 53
2023
Q3 		$5.7M Buy
99,482
+2,417
+2% +$167K 0.59% 58
2023
Q2 		$7.2M Buy
97,065
+15,906
+20% +$1.2M 0.75% 47
2023
Q1 		$6.26M Buy
81,159
+2,837
+4% +$218K 0.69% 45
2022
Q4 		$6.55M Buy
78,322
+72,338
+1,209% +$5.84M 0.8% 40
2022
Q3 		$5.98K Sell
5,984
-67,493
-92% -$5.73M 0.83% 35
2022
Q2 		$5.69M Sell
73,477
-7,421
-9% -$565K 0.77% 43
2022
Q1 		$6.85M Buy
80,898
+15,813
+24% +$1.27M 0.74% 47
2021
Q4 		$6.08M Buy
65,085
+2,186
+3% +$189K 0.6% 55
2021
Q3 		$4.94M Buy
62,899
+84
+0.1% +$6.78K 0.55% 62
2021
Q2 		$4.6M Buy
62,815
+4,107
+7% +$308K 0.5% 66
2021
Q1 		$4.44M Buy
58,708
+54,478
+1,288% +$4.25M 0.52% 63
2020
Q4 		$326K Buy
4,230
+842
+25% +$63K 0.04% 136
2020
Q3 		$235K Buy
3,388
+4
+0.1% +$276 0.03% 139
2020
Q2 		$203K Buy
+3,384
New +$203K 0.03% 128
2019
Q4 		– Sell
-6,032
Closed -$351K – 161
2019
Q3 		$351K Buy
6,032
+364
+6% +$19.7K 0.05% 109
2019
Q2 		$290K Buy
5,668
+20
+0.4% +$984 0.04% 140
2019
Q1 		$273K Sell
5,648
-788
-12% -$36K 0.05% 133
2018
Q4 		$280K Buy
+6,436
New +$281K 0.05% 126

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

Executive Wealth Management's NEE Position: Q4 2024 in Review

Executive Wealth Management increased its NextEra Energy (NEE) stake by 25% in Q4 2024, buying an estimated $1.65M and bringing the position to 105,466 shares worth $7.56M. The position accounts for 0.59% of the portfolio, ranked #57.

Executive Wealth Management first reported a position in NEE in Q4 2018 and has held it in 23 quarters since. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Executive Wealth Management held 105,466 shares of NextEra Energy worth $7.56M as of Q4 2024.
  • Executive Wealth Management bought 21,299 NextEra Energy shares in Q4 2024, an estimated $1.65M.
  • NextEra Energy made up 0.59% of Executive Wealth Management's portfolio in Q4 2024, its #57 holding.
  • Executive Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 23 quarters since.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.