Full Sail Capital’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,577
Closed -$253K 170
2024
Q2
$253K Sell
3,577
-298
-8% -$21.1K 0.02% 152
2024
Q1
$248K Sell
3,875
-16
-0.4% -$937 0.02% 151
2023
Q4
$236K Sell
3,891
-2,987
-43% -$170K 0.02% 150
2023
Q3
$394K Buy
6,878
+21
+0.3% +$1.45K 0.03% 120
2023
Q2
$509K Sell
6,857
-161
-2% -$12.2K 0.04% 110
2023
Q1
$541K Sell
7,018
-35
-0.5% -$2.69K 0.05% 105
2022
Q4
$590K Buy
7,053
+4,190
+146% +$338K 0.06% 97
2022
Q3
$224K Sell
2,863
-306
-10% -$26K 0.02% 126
2022
Q2
$245K Sell
3,169
-78
-2% -$5.94K 0.02% 129
2022
Q1
$275K Hold
3,247
0.02% 132
2021
Q4
$244K Sell
3,247
-892
-22% -$77.1K 0.02% 144
2021
Q3
$325K Sell
4,139
-19
-0.5% -$1.53K 0.03% 122
2021
Q2
$305K Sell
4,158
-34
-0.8% -$2.55K 0.03% 122
2021
Q1
$325K Hold
4,192
0.03% 125
2020
Q4
$357K Sell
4,192
-12,576
-75% -$941K 0.04% 112
2020
Q3
$313K Buy
16,768
+12,552
+298% +$867K 0.04% 106
2020
Q2
$299K Sell
4,216
-1,224
-23% -$73.3K 0.04% 122
2020
Q1
$312K Buy
5,440
+152
+3% +$9.55K 0.06% 118
2019
Q4
$357K Hold
5,288
0.07% 131
2019
Q3
$301K Buy
+5,288
New +$286K 0.07% 137
2019
Q1
Sell
-5,812
Closed -$253K 153
2018
Q4
$253K Buy
+5,812
New +$254K 0.12% 102

Other funds holding NEE

Full Sail Capital's NEE Position: Q3 2024 in Review

Full Sail Capital sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,577 shares — an estimated $253K sold.

Full Sail Capital first reported a position in NEE in Q4 2018 and held it in 21 quarters. The position peaked at $590K in Q4 2022. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Full Sail Capital reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Full Sail Capital sold 3,577 NextEra Energy shares in Q3 2024, an estimated $253K.
  • Full Sail Capital first reported a position in NextEra Energy in Q4 2018 and held it in 21 quarters.
  • Full Sail Capital's NextEra Energy position peaked at $590K in Q4 2022.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Full Sail Capital's 13F filing for Q3 2024, filed 13 Nov 2024.