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FinTrust Capital Advisors’s NextEra Energy NEE Stock Holding History

FinTrust Capital 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
Q3 		$1.77M Sell
20,883
-305
-1% -$23.8K 0.3% 79
2024
Q2 		$1.5M Buy
21,188
+8,192
+63% +$581K 0.27% 74
2024
Q1 		$831K Buy
12,996
+264
+2% +$15.5K 0.16% 126
2023
Q4 		$773K Sell
12,732
-554
-4% -$31.6K 0.15% 129
2023
Q3 		$761K Buy
13,286
+1,385
+12% +$95.9K 0.17% 127
2023
Q2 		$995K Hold
11,901
– – 0.24% 101
2023
Q1 		$995K Hold
11,901
– – 0.24% 98
2022
Q4 		$995K Buy
11,901
+126
+1% +$10.2K 0.24% 100
2022
Q3 		$884K Sell
11,775
-785
-6% -$66.6K 0.23% 107
2022
Q2 		$1.01M Buy
12,560
+377
+3% +$28.7K 0.25% 94
2022
Q1 		$1.03M Buy
12,183
+753
+7% +$60.3K 0.24% 93
2021
Q4 		$1.07M Sell
11,430
-1,448
-11% -$125K 0.26% 87
2021
Q3 		$1.01M Buy
12,878
+545
+4% +$44K 0.27% 79
2021
Q2 		$904K Buy
12,333
+1,404
+13% +$105K 0.24% 88
2021
Q1 		$826K Buy
10,929
+1,037
+10% +$80.9K 0.24% 88
2020
Q4 		$763K Buy
9,892
+28
+0.3% +$2.1K 0.24% 83
2020
Q3 		$684 Sell
9,864
-176
-2% -$12.2K 0.13% 88
2020
Q2 		$603K Sell
10,040
-232
-2% -$13.9K 0.24% 84
2020
Q1 		$618K Sell
10,272
-200
-2% -$12.6K 0.3% 67
2019
Q4 		$634K Buy
10,472
+272
+3% +$15.9K 0.26% 89
2019
Q3 		$594K Buy
10,200
+320
+3% +$17.3K 0.2% 109
2019
Q2 		$506K Buy
9,880
+3,664
+59% +$180K 0.2% 107
2019
Q1 		$300K Sell
6,216
-632
-9% -$28.9K 0.13% 150
2018
Q4 		$298K Buy
+6,848
New +$299K 0.15% 137

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

FinTrust Capital Advisors's NEE Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its NextEra Energy (NEE) stake by 1.4% in Q3 2024, selling an estimated $23.8K and leaving 20,883 shares worth $1.77M. The position accounts for 0.3% of the portfolio, ranked #79.

FinTrust Capital Advisors first reported a position in NEE in Q4 2018 and has held it in 24 quarters since. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • FinTrust Capital Advisors held 20,883 shares of NextEra Energy worth $1.77M as of Q3 2024.
  • FinTrust Capital Advisors sold 305 NextEra Energy shares in Q3 2024, an estimated $23.8K.
  • NextEra Energy made up 0.3% of FinTrust Capital Advisors's portfolio in Q3 2024, its #79 holding.
  • FinTrust Capital Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 24 quarters since.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.