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Fairhaven Wealth Management’s NextEra Energy NEE Stock Holding History

Fairhaven 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 		$290K Sell
4,045
-257
-6% -$20K 0.09% 82
2024
Q3 		$364K Sell
4,302
-83
-2% -$6.48K 0.11% 78
2024
Q2 		$311K Buy
4,385
+93
+2% +$6.6K 0.1% 79
2024
Q1 		$274K Sell
4,292
-10
-0.2% -$586 0.09% 93
2023
Q4 		$261K Sell
4,302
-266
-6% -$15.2K 0.1% 88
2023
Q3 		$262K Sell
4,568
-24
-0.5% -$1.66K 0.1% 86
2023
Q2 		$341K Buy
+4,592
New +$348K 0.13% 77
2022
Q4 		$394K Sell
4,712
-51
-1% -$4.12K 0.17% 61
2022
Q3 		$373K Buy
4,763
+31
+0.7% +$2.63K 0.17% 61
2022
Q2 		$367K Sell
4,732
-1,867
-28% -$142K 0.17% 61
2022
Q1 		$559K Buy
6,599
+56
+0.9% +$4.49K 0.23% 55
2021
Q4 		$611K Hold
6,543
– – 0.24% 52
2021
Q3 		$514K Buy
6,543
+420
+7% +$33.9K 0.21% 58
2021
Q2 		$449K Hold
6,123
– – 0.18% 61
2021
Q1 		$463K Sell
6,123
-630
-9% -$49.2K 0.19% 57
2020
Q4 		$521K Buy
6,753
+1,229
+22% +$91.9K 0.23% 57
2020
Q3 		$383K Sell
5,524
-180
-3% -$12.4K 0.23% 57
2020
Q2 		$342K Sell
5,704
-848
-13% -$50.8K 0.23% 59
2020
Q1 		$394K Buy
6,552
+2,104
+47% +$132K 0.36% 50
2019
Q4 		$269K Hold
4,448
– – 0.22% 58
2019
Q3 		$259K Hold
4,448
– – 0.24% 56
2019
Q2 		$228K Sell
4,448
-1,860
-29% -$91.5K 0.21% 66
2019
Q1 		$305K Buy
6,308
+120
+2% +$5.49K 0.29% 48
2018
Q4 		$269K Buy
+6,188
New +$271K 0.26% 50

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

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

Fairhaven Wealth Management reduced its NextEra Energy (NEE) stake by 6% in Q4 2024, selling an estimated $20K and leaving 4,045 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #82.

Fairhaven Wealth Management first reported a position in NEE in Q4 2018 and has held it in 24 quarters since. The position peaked at $611K in Q4 2021. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Fairhaven Wealth Management held 4,045 shares of NextEra Energy worth $290K as of Q4 2024.
  • Fairhaven Wealth Management sold 257 NextEra Energy shares in Q4 2024, an estimated $20K.
  • NextEra Energy made up 0.09% of Fairhaven Wealth Management's portfolio in Q4 2024, its #82 holding.
  • Fairhaven Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's NextEra Energy position peaked at $611K in Q4 2021.
  • 2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.