IF
NEE icon

Insight Folios’s NextEra Energy NEE Stock Holding History

Insight Folios’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
Q3 		$713K Buy
8,439
+126
+2% +$9.83K 0.25% 48
2024
Q2 		$589K Sell
8,313
-198
-2% -$14K 0.24% 52
2024
Q1 		$544K Buy
8,511
+546
+7% +$32K 0.22% 57
2023
Q4 		$484K Buy
7,965
+191
+2% +$10.9K 0.21% 59
2023
Q3 		$445K Buy
7,774
+48
+0.6% +$3.32K 0.22% 52
2023
Q2 		$573K Buy
7,726
+3,831
+98% +$290K 0.24% 43
2023
Q1 		$300K Sell
3,895
-2
-0.1% -$154 0.13% 84
2022
Q4 		$326K Sell
3,897
-86
-2% -$6.95K 0.15% 74
2022
Q3 		$312K Sell
3,983
-1,471
-27% -$125K 0.16% 63
2022
Q2 		$423K Buy
5,454
+193
+4% +$14.7K 0.2% 54
2022
Q1 		$446K Buy
+5,261
New +$422K 0.2% 63

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

Insight Folios's NEE Position: Q3 2024 in Review

Insight Folios increased its NextEra Energy (NEE) stake by 1.5% in Q3 2024, buying an estimated $9.83K and bringing the position to 8,439 shares worth $713K. The position accounts for 0.25% of the portfolio, ranked #48.

Insight Folios first reported a position in NEE in Q1 2022 and has held it in 11 quarters since. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Insight Folios held 8,439 shares of NextEra Energy worth $713K as of Q3 2024.
  • Insight Folios bought 126 NextEra Energy shares in Q3 2024, an estimated $9.83K.
  • NextEra Energy made up 0.25% of Insight Folios's portfolio in Q3 2024, its #48 holding.
  • Insight Folios first reported a position in NextEra Energy in Q1 2022 and has held it in 11 quarters since.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.