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Flynn Zito Capital Management’s NextEra Energy NEE Stock Holding History

Flynn Zito Capital Management’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
-2,740
Closed -$232K – 126
2024
Q3 		$232K Buy
+2,740
New +$214K 0.11% 106

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Vanguard Group
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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

Flynn Zito Capital Management's NEE Position: Q4 2024 in Review

Flynn Zito Capital Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,740 shares — an estimated $232K sold.

Flynn Zito Capital Management first reported a position in NEE in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Flynn Zito Capital Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • Flynn Zito Capital Management sold 2,740 NextEra Energy shares in Q4 2024, an estimated $232K.
  • Flynn Zito Capital Management first reported a position in NextEra Energy in Q3 2024 and held it in 1 quarter.
  • Flynn Zito Capital Management's NextEra Energy position peaked at $232K in Q3 2024.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Flynn Zito Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.