Halpern Financial’s NextEra Energy NEE Stock Holding History

Halpern Financial’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	$87K	Buy	1,018 +18	+2%	+$1.41K	0.02%	72
2024 Q2	$70.8K	Sell	1,000 -965	-49%	-$68.5K	0.02%	80
2024 Q1	$123K	Sell	1,965 -66	-3%	-$3.87K	0.04%	60
2023 Q4	$126K	Buy	+2,031	New	+$116K	0.04%	63
2021 Q3	–	Sell	-24	Closed	-$1.76K	–	275
2021 Q2	$1.76K	Hold	24	–	–	﹤0.01%	225
2021 Q1	$1.81K	Buy	+24	New	+$1.87K	﹤0.01%	224

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

Halpern Financial's NEE Position: Q3 2024 in Review

Halpern Financial increased its NextEra Energy (NEE) stake by 1.8% in Q3 2024, buying an estimated $1.41K and bringing the position to 1,018 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #72.

Halpern Financial first reported a position in NEE in Q1 2021 and has held it in 6 quarters since. The position peaked at $126K in Q4 2023. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Halpern Financial held 1,018 shares of NextEra Energy worth $87K as of Q3 2024.
Halpern Financial bought 18 NextEra Energy shares in Q3 2024, an estimated $1.41K.
NextEra Energy made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #72 holding.
Halpern Financial first reported a position in NextEra Energy in Q1 2021 and has held it in 6 quarters since.
Halpern Financial's NextEra Energy position peaked at $126K in Q4 2023.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.