Greenwood Gearhart’s NextEra Energy NEE Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-1,200	Closed	-$72.9K	–	213
2023 Q4	$72.9K	Buy	+1,200	New	+$68.4K	0.01%	154

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenwood Gearhart's NEE Position: Q1 2024 in Review

Greenwood Gearhart sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 1,200 shares — an estimated $72.9K sold.

Greenwood Gearhart first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $72.9K in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Greenwood Gearhart reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 1,200 NextEra Energy shares in Q1 2024, an estimated $72.9K.
Greenwood Gearhart first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
Greenwood Gearhart's NextEra Energy position peaked at $72.9K in Q4 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.