Householder Group Estate & Retirement Specialist’s NextEra Energy NEE Stock Holding History

Householder Group Estate & Retirement Specialist’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	$73K	Sell	1,021 -890	-47%	-$69.1K	0.05%	186
2024 Q3	$161K	Sell	1,911 -364	-16%	-$28.4K	0.05%	284
2024 Q2	$161K	Buy	2,275 +678	+42%	+$48.1K	0.05%	273
2024 Q1	$102K	Sell	1,597 -165	-9%	-$9.67K	0.03%	341
2023 Q4	$107K	Sell	1,762 -380	-18%	-$21.7K	0.04%	325
2023 Q3	$123K	Buy	+2,142	New	+$148K	0.04%	282
2023 Q1	$99K	Sell	1,284 -246	-16%	-$18.9K	0.04%	310
2022 Q4	$127K	Sell	1,530 -185	-11%	-$14.9K	0.19%	59
2022 Q3	$134K	Buy	+1,715	New	+$145K	0.06%	221

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

Householder Group Estate & Retirement Specialist's NEE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its NextEra Energy (NEE) stake by 47% in Q4 2024, selling an estimated $69.1K and leaving 1,021 shares worth $73K. The position accounts for 0.05% of the portfolio, ranked #186.

Householder Group Estate & Retirement Specialist first reported a position in NEE in Q3 2022 and has held it in 9 quarters since. The position peaked at $161K in Q3 2024. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,021 shares of NextEra Energy worth $73K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 890 NextEra Energy shares in Q4 2024, an estimated $69.1K.
NextEra Energy made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #186 holding.
Householder Group Estate & Retirement Specialist first reported a position in NextEra Energy in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's NextEra Energy position peaked at $161K in Q3 2024.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.