Hershey Financial Advisers’s NextEra Energy NEE Stock Holding History

Hershey Financial Advisers’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 Q2	$1.23M	Buy	+17,360	New	+$1.23M	1.1%	25

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

Hershey Financial Advisers's NEE Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in NextEra Energy (NEE) in Q2 2024: 17,360 shares worth $1.23M. The stake represents 1.1% of the portfolio and ranks #25 among its holdings.

2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Hershey Financial Advisers held 17,360 shares of NextEra Energy worth $1.23M as of Q2 2024.
NextEra Energy was a new Hershey Financial Advisers position in Q2 2024.
NextEra Energy made up 1.1% of Hershey Financial Advisers's portfolio in Q2 2024, its #25 holding.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.