Financial Synergies Wealth Advisors’s NextEra Energy NEE Stock Holding History

Financial Synergies Wealth Advisors’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	-15	Closed	-$959	–	309
2024 Q1	$959	Sell	15 -340	-96%	-$19.9K	﹤0.01%	411
2023 Q4	$29.7K	Sell	355 -17	-5%	-$969	﹤0.01%	116
2023 Q3	$21.3K	Buy	372 +14	+4%	+$969	﹤0.01%	168
2023 Q2	$26.6K	Sell	358 -130	-27%	-$9.84K	﹤0.01%	145
2023 Q1	$37.6K	Buy	488 +133	+37%	+$10.2K	0.01%	127
2022 Q4	$29.7K	Buy	355 +336	+1,768%	+$27.1K	﹤0.01%	116
2022 Q3	$1.49K	Hold	19	–	–	﹤0.01%	250
2022 Q2	$1.47K	Buy	+19	New	+$1.45K	﹤0.01%	275

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

Financial Synergies Wealth Advisors's NEE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 15 shares — an estimated $959 sold.

Financial Synergies Wealth Advisors first reported a position in NEE in Q2 2022 and held it in 8 quarters. The position peaked at $37.6K in Q1 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 15 NextEra Energy shares in Q2 2024, an estimated $959.
Financial Synergies Wealth Advisors first reported a position in NextEra Energy in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's NextEra Energy position peaked at $37.6K in Q1 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.