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Houlihan Financial Resource Group’s NextEra Energy NEE Stock Holding History

Houlihan Financial Resource Group’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
-2,407
Closed -$203K – 103
2024
Q3 		$203K Buy
+2,407
New +$188K 0.08% 105
2023
Q3 		– Sell
-100,745
Closed -$7.63M – 136
2023
Q2 		$7.63M Buy
+100,745
New +$7.63M 0.24% 42
2020
Q3 		$155K Buy
+8,000
New +$552K 0.09% 108

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Houlihan Financial Resource Group's NEE Position: Q4 2024 in Review

Houlihan Financial Resource Group sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,407 shares — an estimated $203K sold.

Houlihan Financial Resource Group first reported a position in NEE in Q3 2020 and held it in 3 quarters. The position peaked at $7.63M in Q2 2023. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Houlihan Financial Resource Group reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 2,407 NextEra Energy shares in Q4 2024, an estimated $203K.
  • Houlihan Financial Resource Group first reported a position in NextEra Energy in Q3 2020 and held it in 3 quarters.
  • Houlihan Financial Resource Group's NextEra Energy position peaked at $7.63M in Q2 2023.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Houlihan Financial Resource Group's 13F filing for Q4 2024, filed 11 Feb 2025.