FRG Family Wealth Advisors’s NextEra Energy NEE Stock Holding History

FRG Family Wealth Advisors’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	–	Sell	-10	Closed	-$670	–	273
2024 Q1	$670	Buy	+10	New	+$586	﹤0.01%	349

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

FRG Family Wealth Advisors's NEE Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 10 shares — an estimated $670 sold.

FRG Family Wealth Advisors first reported a position in NEE in Q1 2024 and held it in 1 quarter. The position peaked at $670 in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

FRG Family Wealth Advisors reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 10 NextEra Energy shares in Q2 2024, an estimated $670.
FRG Family Wealth Advisors first reported a position in NextEra Energy in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's NextEra Energy position peaked at $670 in Q1 2024.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.