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First Personal Financial Services’s NextEra Energy NEE Stock Holding History

First Personal Financial 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 		$1.18M Sell
14,016
-152
-1% -$11.9K 0.25% 68
2024
Q2 		$1M Sell
14,168
-345
-2% -$24.5K 0.23% 67
2024
Q1 		$928K Sell
14,513
-117
-0.8% -$6.85K 0.22% 65
2023
Q4 		$889K Sell
14,630
-405
-3% -$23.1K 0.22% 66
2023
Q3 		$861K Sell
15,035
-1,042
-6% -$72.1K 0.22% 66
2023
Q2 		$1.19M Buy
16,077
+38
+0.2% +$2.88K 0.3% 60
2023
Q1 		$1.24M Sell
16,039
-95
-0.6% -$7.31K 0.32% 60
2022
Q4 		$1.35M Sell
16,134
-260
-2% -$21K 0.37% 59
2022
Q3 		$1.28M Buy
16,394
+750
+5% +$63.6K 0.37% 59
2022
Q2 		$1.21M Sell
15,644
-170
-1% -$12.9K 0.34% 61
2022
Q1 		$1.34M Sell
15,814
-192
-1% -$15.4K 0.31% 64
2021
Q4 		$1.49M Buy
16,006
+136
+0.9% +$11.8K 0.33% 63
2021
Q3 		$1.25M Sell
15,870
-100
-0.6% -$8.06K 0.31% 64
2021
Q2 		$1.17M Sell
15,970
-275
-2% -$20.6K 0.3% 64
2021
Q1 		$1.23M Sell
16,245
-664
-4% -$51.8K 0.34% 59
2020
Q4 		$1.3M Sell
16,909
-19
-0.1% -$1.42K 0.37% 60
2020
Q3 		$1.18M Sell
16,928
-280
-2% -$19.3K 0.37% 58
2020
Q2 		$1.03M Sell
17,208
-1,092
-6% -$65.4K 0.35% 61
2020
Q1 		$1.1M Sell
18,300
-204
-1% -$12.8K 0.43% 58
2019
Q4 		$1.12M Sell
18,504
-316
-2% -$18.4K 0.36% 61
2019
Q3 		$1.1M Sell
18,820
-2,208
-11% -$119K 0.34% 63
2019
Q2 		$1.08M Buy
21,028
+772
+4% +$38K 0.31% 72
2019
Q1 		$979K Sell
20,256
-828
-4% -$37.9K 0.3% 73
2018
Q4 		$916K Sell
21,084
-572
-3% -$25K 0.32% 72
2018
Q3 		$907K Sell
21,656
-120
-0.6% -$5.11K 0.29% 79
2018
Q2 		$909K Sell
21,776
-7,308
-25% -$295K 0.3% 73
2018
Q1 		$1.19M Sell
29,084
-4,460
-13% -$172K 0.26% 88
2017
Q4 		$1.31M Sell
33,544
-720
-2% -$27.8K 0.26% 94
2017
Q3 		$1.25M Buy
34,264
+356
+1% +$13K 0.26% 88
2017
Q2 		$1.19M Sell
33,908
-844
-2% -$28.8K 0.26% 91
2017
Q1 		$1.11M Sell
34,752
-1,600
-4% -$50.3K 0.27% 87
2016
Q4 		$1.09M Buy
36,352
+8,240
+29% +$246K 0.29% 83
2016
Q3 		$860K Sell
28,112
-308
-1% -$9.7K 0.25% 87
2016
Q2 		$926K Buy
28,420
+1,528
+6% +$45.9K 0.32% 78
2016
Q1 		$796K Sell
26,892
-2,280
-8% -$64K 0.39% 65
2015
Q4 		$758K Sell
29,172
-1,052
-3% -$26.6K 0.43% 66
2015
Q3 		$738K Sell
30,224
-560
-2% -$14.2K 0.44% 66
2015
Q2 		$755K Sell
30,784
-368
-1% -$9.35K 0.45% 66
2015
Q1 		$811K Sell
31,152
-4,400
-12% -$116K 0.49% 65
2014
Q4 		$944K Buy
+35,552
New +$898K 0.55% 62

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

First Personal Financial Services's NEE Position: Q3 2024 in Review

First Personal Financial Services reduced its NextEra Energy (NEE) stake by 1.1% in Q3 2024, selling an estimated $11.9K and leaving 14,016 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #68.

First Personal Financial Services first reported a position in NEE in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.49M in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • First Personal Financial Services held 14,016 shares of NextEra Energy worth $1.18M as of Q3 2024.
  • First Personal Financial Services sold 152 NextEra Energy shares in Q3 2024, an estimated $11.9K.
  • NextEra Energy made up 0.25% of First Personal Financial Services's portfolio in Q3 2024, its #68 holding.
  • First Personal Financial Services first reported a position in NextEra Energy in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's NextEra Energy position peaked at $1.49M in Q4 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.