Hamilton Wealth’s NextEra Energy NEE Stock Holding History

Hamilton Wealth’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	-5,974	Closed	-$505K	–	111
2024 Q3	$505K	Sell	5,974 -5,716	-49%	-$446K	0.12%	63
2024 Q2	$828K	Buy	11,690 +2,028	+21%	+$144K	0.22%	44
2024 Q1	$617K	Buy	9,662 +5,922	+158%	+$347K	0.19%	53
2023 Q4	$227K	Sell	3,740 -85,675	-96%	-$4.88M	0.07%	81
2023 Q3	$5.12M	Buy	89,415 +86,547	+3,018%	+$5.99M	1.84%	17
2023 Q2	$213K	Buy	+2,868	New	+$217K	0.07%	89
2023 Q1	–	Sell	-35,009	Closed	-$2.93M	–	100
2022 Q4	$2.93M	Buy	35,009 +16,799	+92%	+$1.36M	1.19%	25
2022 Q3	$1.43M	Buy	+18,210	New	+$1.54M	0.6%	36

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

Hamilton Wealth's NEE Position: Q4 2024 in Review

Hamilton Wealth sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 5,974 shares — an estimated $505K sold.

Hamilton Wealth first reported a position in NEE in Q3 2022 and held it in 8 quarters. The position peaked at $5.12M in Q3 2023. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Hamilton Wealth reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Hamilton Wealth sold 5,974 NextEra Energy shares in Q4 2024, an estimated $505K.
Hamilton Wealth first reported a position in NextEra Energy in Q3 2022 and held it in 8 quarters.
Hamilton Wealth's NextEra Energy position peaked at $5.12M in Q3 2023.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Hamilton Wealth's 13F filing for Q4 2024, filed 14 Nov 2025.