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FSC Wealth Advisors’s NextEra Energy NEE Stock Holding History

FSC 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
Q3 		– Sell
-1,083
Closed -$76.7K – 303
2024
Q2 		$76.7K Buy
+1,083
New +$76.8K 0.06% 91
2022
Q4 		– Sell
-88
Closed -$7K – 207
2022
Q3 		$7K Hold
88
– – 0.07% 121
2022
Q2 		$7K Buy
+88
New +$6.7K 0.06% 122

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

FSC Wealth Advisors's NEE Position: Q3 2024 in Review

FSC Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 1,083 shares — an estimated $76.7K sold.

FSC Wealth Advisors first reported a position in NEE in Q2 2022 and held it in 3 quarters. The position peaked at $76.7K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • FSC Wealth Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 1,083 NextEra Energy shares in Q3 2024, an estimated $76.7K.
  • FSC Wealth Advisors first reported a position in NextEra Energy in Q2 2022 and held it in 3 quarters.
  • FSC Wealth Advisors's NextEra Energy position peaked at $76.7K in Q2 2024.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.