Geller Advisors’s NextEra Energy NEE Stock Holding History

Geller 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 Q4	$318K	Buy	4,433 +10	+0.2%	+$777	0.02%	190
2024 Q3	$374K	Buy	4,423 +295	+7%	+$23K	0.03%	174
2024 Q2	$292K	Buy	4,128 +108	+3%	+$7.66K	0.02%	209
2024 Q1	$257K	Buy	4,020 +626	+18%	+$36.7K	0.02%	229
2023 Q4	$206K	Sell	3,394 -352	-9%	-$20.1K	0.02%	260
2023 Q3	$215K	Sell	3,746 -210	-5%	-$14.5K	0.02%	233
2023 Q2	$294K	Sell	3,956 -762	-16%	-$57.7K	0.04%	188
2023 Q1	$364K	Buy	4,718 +1,086	+30%	+$83.5K	0.05%	99
2022 Q4	$304K	Buy	3,632 +876	+32%	+$70.8K	0.05%	94
2022 Q3	$216K	Buy	+2,756	New	+$234K	0.05%	120
2022 Q2	–	Sell	-2,539	Closed	-$215K	–	161
2022 Q1	$215K	Buy	2,539 +93	+4%	+$7.45K	0.04%	154
2021 Q4	$228K	Buy	+2,446	New	+$211K	0.04%	157

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

Geller Advisors's NEE Position: Q4 2024 in Review

Geller Advisors increased its NextEra Energy (NEE) stake by 0.23% in Q4 2024, buying an estimated $777 and bringing the position to 4,433 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #190.

Geller Advisors first reported a position in NEE in Q4 2021 and has held it in 12 quarters since. The position peaked at $374K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Geller Advisors held 4,433 shares of NextEra Energy worth $318K as of Q4 2024.
Geller Advisors bought 10 NextEra Energy shares in Q4 2024, an estimated $777.
NextEra Energy made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #190 holding.
Geller Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 12 quarters since.
Geller Advisors's NextEra Energy position peaked at $374K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.