HBC Financial Services’s NextEra Energy NEE Stock Holding History

HBC Financial Services’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	-600	Closed	-$36K	–	177
2023 Q4	$36K	Buy	+600	New	+$34.2K	0.02%	76

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HBC Financial Services's NEE Position: Q1 2024 in Review

HBC Financial Services sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 600 shares — an estimated $36K sold.

HBC Financial Services first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $36K in Q4 2023. 2,467 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

HBC Financial Services reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
HBC Financial Services sold 600 NextEra Energy shares in Q1 2024, an estimated $36K.
HBC Financial Services first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
HBC Financial Services's NextEra Energy position peaked at $36K in Q4 2023.
2,467 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on HBC Financial Services's 13F filing for Q1 2024, filed 6 May 2024.