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GYL Financial Synergies’s NextEra Energy NEE Stock Holding History

GYL Financial Synergies’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
Q3 		$2.98M Buy
35,299
+26,845
+318% +$2.09M 0.22% 96
2024
Q2 		$599K Buy
8,454
+200
+2% +$14.2K 0.05% 221
2024
Q1 		$527K Sell
8,254
-708
-8% -$41.5K 0.04% 231
2023
Q4 		$544K Sell
8,962
-6,513
-42% -$371K 0.05% 230
2023
Q3 		$887K Sell
15,475
-45,001
-74% -$3.12M 0.09% 182
2023
Q2 		$4.49M Buy
60,476
+44,227
+272% +$3.35M 0.41% 57
2023
Q1 		$1.25M Sell
16,249
-1,521
-9% -$117K 0.15% 110
2022
Q4 		$1.49M Buy
17,770
+3,714
+26% +$300K 0.32% 47
2022
Q3 		$1.1M Sell
14,056
-4,644
-25% -$394K 0.3% 51
2022
Q2 		$1.45M Sell
18,700
-84
-0.4% -$6.39K 0.4% 39
2022
Q1 		$1.59M Sell
18,784
-1,173
-6% -$94K 0.38% 33
2021
Q4 		$1.86M Buy
19,957
+3
+0% +$259 0.5% 34
2021
Q3 		$1.57M Buy
19,954
+1,588
+9% +$128K 0.8% 24
2021
Q2 		$1.35M Buy
18,366
+46
+0.3% +$3.45K 0.7% 26
2021
Q1 		$1.39M Buy
18,320
+20
+0.1% +$1.56K 0.76% 26
2020
Q4 		$1.41M Sell
18,300
-3,464
-16% -$259K 0.81% 26
2020
Q3 		$1.51M Buy
21,764
+268
+1% +$18.5K 0.99% 20
2020
Q2 		$1.29M Buy
21,496
+1,732
+9% +$104K 0.93% 22
2020
Q1 		$1.19M Buy
+19,764
New +$1.24M 0.76% 25

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GYL Financial Synergies's NEE Position: Q3 2024 in Review

GYL Financial Synergies increased its NextEra Energy (NEE) stake by 318% in Q3 2024, buying an estimated $2.09M and bringing the position to 35,299 shares worth $2.98M. The position accounts for 0.22% of the portfolio, ranked #96.

GYL Financial Synergies first reported a position in NEE in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.49M in Q2 2023. 2,666 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • GYL Financial Synergies held 35,299 shares of NextEra Energy worth $2.98M as of Q3 2024.
  • GYL Financial Synergies bought 26,845 NextEra Energy shares in Q3 2024, an estimated $2.09M.
  • NextEra Energy made up 0.22% of GYL Financial Synergies's portfolio in Q3 2024, its #96 holding.
  • GYL Financial Synergies first reported a position in NextEra Energy in Q1 2020 and has held it in 19 quarters since.
  • GYL Financial Synergies's NextEra Energy position peaked at $4.49M in Q2 2023.
  • 2,666 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.