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First Trust Investment Solutions’s NextEra Energy NEE Stock Holding History

First Trust Investment Solutions’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 		$842K Buy
9,960
+4,313
+76% +$337K 0.09% 155
2024
Q2 		$400K Sell
5,647
-171,710
-97% -$12.2M 0.06% 185
2024
Q1 		$11.3M Buy
177,357
+3,965
+2% +$232K 2% 7
2023
Q4 		$10.5M Buy
+173,392
New +$9.88M 2.19% 8

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 Investment Solutions's NEE Position: Q3 2024 in Review

First Trust Investment Solutions increased its NextEra Energy (NEE) stake by 76% in Q3 2024, buying an estimated $337K and bringing the position to 9,960 shares worth $842K. The position accounts for 0.09% of the portfolio, ranked #155.

First Trust Investment Solutions first reported a position in NEE in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.3M in Q1 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • First Trust Investment Solutions held 9,960 shares of NextEra Energy worth $842K as of Q3 2024.
  • First Trust Investment Solutions bought 4,313 NextEra Energy shares in Q3 2024, an estimated $337K.
  • NextEra Energy made up 0.09% of First Trust Investment Solutions's portfolio in Q3 2024, its #155 holding.
  • First Trust Investment Solutions first reported a position in NextEra Energy in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's NextEra Energy position peaked at $11.3M in Q1 2024.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.