FTDI
NEE icon

First Trust Direct Indexing’s NextEra Energy NEE Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-86,270
Closed -$7.29M – 592
2024
Q3 		$7.29M Buy
86,270
+7,407
+9% +$578K 0.39% 37
2024
Q2 		$5.58M Buy
78,863
+14,476
+22% +$1.03M 0.35% 46
2024
Q1 		$4.11M Buy
64,387
+928
+1% +$54.4K 0.31% 59
2023
Q4 		$3.85M Buy
63,459
+7,069
+13% +$403K 0.35% 49
2023
Q3 		$3.23M Buy
56,390
+89
+0.2% +$6.16K 0.37% 42
2023
Q2 		$4.18M Buy
56,301
+393
+0.7% +$29.8K 0.47% 31
2023
Q1 		$4.31M Sell
55,908
-2,079
-4% -$160K 0.51% 27
2022
Q4 		$4.85M Sell
57,987
-556
-0.9% -$44.9K 0.64% 19
2022
Q3 		$4.59M Buy
58,543
+523
+0.9% +$44.4K 0.67% 19
2022
Q2 		$4.49M Buy
58,020
+3,810
+7% +$290K 0.63% 22
2022
Q1 		$4.59M Buy
54,210
+4,377
+9% +$351K 0.56% 26
2021
Q4 		$4.65M Sell
49,833
-97
-0.2% -$8.38K 0.6% 23
2021
Q3 		$3.92M Buy
49,930
+2,650
+6% +$214K 0.56% 27
2021
Q2 		$3.46M Buy
47,280
+25,153
+114% +$1.89M 0.52% 26
2021
Q1 		$1.67M Buy
22,127
+2,811
+15% +$219K 0.45% 41
2020
Q4 		$1.49M Buy
+19,316
New +$1.44M 0.4% 43

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 Trust Direct Indexing's NEE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 86,270 shares — an estimated $7.29M sold.

First Trust Direct Indexing first reported a position in NEE in Q4 2020 and held it in 16 quarters. The position peaked at $7.29M in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • First Trust Direct Indexing reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 86,270 NextEra Energy shares in Q4 2024, an estimated $7.29M.
  • First Trust Direct Indexing first reported a position in NextEra Energy in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's NextEra Energy position peaked at $7.29M in Q3 2024.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.