Idaho Trust Bank’s NextEra Energy NEE Stock Holding History

Idaho Trust Bank’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	–	Sell	-15,623	Closed	-$998K	–	114
2024 Q1	$998K	Buy	+15,623	New	+$915K	0.96%	32

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

Idaho Trust Bank's NEE Position: Q2 2024 in Review

Idaho Trust Bank sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 15,623 shares — an estimated $998K sold.

Idaho Trust Bank first reported a position in NEE in Q1 2024 and held it in 1 quarter. The position peaked at $998K in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Idaho Trust Bank reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Idaho Trust Bank sold 15,623 NextEra Energy shares in Q2 2024, an estimated $998K.
Idaho Trust Bank first reported a position in NextEra Energy in Q1 2024 and held it in 1 quarter.
Idaho Trust Bank's NextEra Energy position peaked at $998K in Q1 2024.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.