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Fernwood Investment Management’s NextEra Energy NEE Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-733
Closed -$46.8K – 520
2024
Q1 		$46.8K Buy
+733
New +$42.9K 0.01% 350

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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

Fernwood Investment Management's NEE Position: Q2 2024 in Review

Fernwood Investment Management sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 733 shares — an estimated $46.8K sold.

Fernwood Investment Management first reported a position in NEE in Q1 2024 and held it in 1 quarter. The position peaked at $46.8K in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Fernwood Investment Management reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 733 NextEra Energy shares in Q2 2024, an estimated $46.8K.
  • Fernwood Investment Management first reported a position in NextEra Energy in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's NextEra Energy position peaked at $46.8K in Q1 2024.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.