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Ground Swell Capital’s NextEra Energy NEE Stock Holding History

Ground Swell Capital’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
-2,598
Closed -$220K – 224
2024
Q3 		$220K Buy
+2,598
New +$203K 0.19% 86
2014
Q3 		$69K Buy
2,940
+588
+25% +$14.2K 0.13% 146
2014
Q2 		$60K Buy
+2,352
New +$57.2K 0.12% 113

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

Ground Swell Capital's NEE Position: Q4 2024 in Review

Ground Swell Capital sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,598 shares — an estimated $220K sold.

Ground Swell Capital first reported a position in NEE in Q2 2014 and held it in 3 quarters. The position peaked at $220K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Ground Swell Capital reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 2,598 NextEra Energy shares in Q4 2024, an estimated $220K.
  • Ground Swell Capital first reported a position in NextEra Energy in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's NextEra Energy position peaked at $220K in Q3 2024.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.