FMFE Wealth Management’s NextEra Energy NEE Stock Holding History

FMFE Wealth 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 Q2	$238K	Hold	3,357	–	–	0.22%	16
2024 Q1	$215K	Hold	3,357	–	–	0.2%	20
2023 Q4	$204K	Buy	+3,357	New	+$191K	0.2%	21

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FMFE Wealth Management's NEE Position: Q2 2024 in Review

FMFE Wealth Management held its NextEra Energy (NEE) position steady in Q2 2024 at 3,357 shares worth $238K. The position accounts for 0.22% of the portfolio, ranked #16.

FMFE Wealth Management first reported a position in NEE in Q4 2023 and has held it in 3 quarters since. 2,541 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

FMFE Wealth Management held 3,357 shares of NextEra Energy worth $238K as of Q2 2024.
FMFE Wealth Management left its NextEra Energy share count unchanged in Q2 2024.
NextEra Energy made up 0.22% of FMFE Wealth Management's portfolio in Q2 2024, its #16 holding.
FMFE Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 3 quarters since.
2,541 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.