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Financial Planning & Information Services’s NextEra Energy NEE Stock Holding History

Financial Planning & Information Services’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 		$963K Buy
11,397
+939
+9% +$73.3K 0.13% 48
2024
Q2 		$741K Hold
10,458
– – 0.11% 49
2024
Q1 		$668K Sell
10,458
-329
-3% -$19.3K 0.1% 52
2023
Q4 		$655K Hold
10,787
– – 0.1% 53
2023
Q3 		$618K Sell
10,787
-102
-0.9% -$7.06K 0.12% 54
2023
Q2 		$808K Hold
10,889
– – 0.15% 49
2023
Q1 		$839K Sell
10,889
-799
-7% -$61.4K 0.16% 47
2022
Q4 		$977K Sell
11,688
-1,296
-10% -$105K 0.21% 44
2022
Q3 		$1.02M Buy
12,984
+3,877
+43% +$329K 0.25% 41
2022
Q2 		$705K Sell
9,107
-295
-3% -$22.5K 0.17% 48
2022
Q1 		$796K Hold
9,402
– – 0.18% 45
2021
Q4 		$878K Hold
9,402
– – 0.22% 46
2021
Q3 		$738K Buy
9,402
+80
+0.9% +$6.45K 0.2% 45
2021
Q2 		$683K Sell
9,322
-190
-2% -$14.3K 0.2% 43
2021
Q1 		$719K Buy
9,512
+61
+0.6% +$4.76K 0.22% 40
2020
Q4 		$729K Sell
9,451
-1,437
-13% -$107K 0.25% 39
2020
Q3 		$756K Sell
10,888
-320
-3% -$22.1K 0.29% 36
2020
Q2 		$673K Hold
11,208
– – 0.28% 35
2020
Q1 		$674K Buy
11,208
+2,168
+24% +$136K 0.35% 35
2019
Q4 		$547K Buy
9,040
+536
+6% +$31.3K 0.22% 39
2019
Q3 		$495K Sell
8,504
-1,660
-16% -$89.8K 0.21% 39
2019
Q2 		$521K Buy
10,164
+3,224
+46% +$159K 0.23% 38
2019
Q1 		$335K Hold
6,940
– – 0.15% 39
2018
Q4 		$302K Hold
6,940
– – 0.15% 38
2018
Q3 		$291K Hold
6,940
– – 0.11% 42
2018
Q2 		$290K Hold
6,940
– – 0.11% 38
2018
Q1 		$283K Buy
6,940
+1,548
+29% +$59.7K 0.1% 38
2017
Q4 		$211K Buy
+5,392
New +$208K 0.07% 39

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

Financial Planning & Information Services's NEE Position: Q3 2024 in Review

Financial Planning & Information Services increased its NextEra Energy (NEE) stake by 9% in Q3 2024, buying an estimated $73.3K and bringing the position to 11,397 shares worth $963K. The position accounts for 0.13% of the portfolio, ranked #48.

Financial Planning & Information Services first reported a position in NEE in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.02M in Q3 2022. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Financial Planning & Information Services held 11,397 shares of NextEra Energy worth $963K as of Q3 2024.
  • Financial Planning & Information Services bought 939 NextEra Energy shares in Q3 2024, an estimated $73.3K.
  • NextEra Energy made up 0.13% of Financial Planning & Information Services's portfolio in Q3 2024, its #48 holding.
  • Financial Planning & Information Services first reported a position in NextEra Energy in Q4 2017 and has held it in 28 quarters since.
  • Financial Planning & Information Services's NextEra Energy position peaked at $1.02M in Q3 2022.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.