Gilliland Jeter Wealth Management’s NextEra Energy NEE Stock Holding History

Gilliland Jeter 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 Q4	–	Sell	-2,131	Closed	-$180K	–	482
2024 Q3	$180K	Hold	2,131	–	–	0.06%	175
2024 Q2	$151K	Hold	2,131	–	–	0.05%	185
2024 Q1	$136K	Buy	+2,131	New	+$125K	0.05%	191

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

Gilliland Jeter Wealth Management's NEE Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,131 shares — an estimated $180K sold.

Gilliland Jeter Wealth Management first reported a position in NEE in Q1 2024 and held it in 3 quarters. The position peaked at $180K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 2,131 NextEra Energy shares in Q4 2024, an estimated $180K.
Gilliland Jeter Wealth Management first reported a position in NextEra Energy in Q1 2024 and held it in 3 quarters.
Gilliland Jeter Wealth Management's NextEra Energy position peaked at $180K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.