Institute for Wealth Management’s NextEra Energy NEE Stock Holding History

Institute for Wealth Management’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	-2,570	Closed	-$217K	–	547
2024 Q3	$217K	Buy	+2,570	New	+$201K	0.03%	508
2022 Q1	–	Sell	-2,355	Closed	-$220K	–	558
2021 Q4	$220K	Buy	+2,355	New	+$204K	0.04%	452
2021 Q3	–	Sell	-3,555	Closed	-$261K	–	496
2021 Q2	$261K	Hold	3,555	–	–	0.05%	405
2021 Q1	$269K	Sell	3,555 -32	-0.9%	-$2.5K	0.05%	381
2020 Q4	$277K	Sell	3,587 -161	-4%	-$12K	0.06%	366
2020 Q3	$260K	Buy	3,748 +44	+1%	+$3.04K	0.06%	345
2020 Q2	$222K	Buy	3,704 +56	+2%	+$3.35K	0.05%	379
2020 Q1	$219K	Buy	+3,648	New	+$229K	0.07%	353
2019 Q3	–	Sell	-12,492	Closed	-$640K	–	456
2019 Q2	$640K	Buy	12,492 +804	+7%	+$39.6K	0.14%	217
2019 Q1	$565K	Buy	11,688 +4	+0%	+$183	0.12%	217
2018 Q4	$508K	Buy	+11,684	New	+$511K	0.21%	145

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

Institute for Wealth Management's NEE Position: Q4 2024 in Review

Institute for Wealth Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,570 shares — an estimated $217K sold.

Institute for Wealth Management first reported a position in NEE in Q4 2018 and held it in 11 quarters. The position peaked at $640K in Q2 2019. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Institute for Wealth Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 2,570 NextEra Energy shares in Q4 2024, an estimated $217K.
Institute for Wealth Management first reported a position in NextEra Energy in Q4 2018 and held it in 11 quarters.
Institute for Wealth Management's NextEra Energy position peaked at $640K in Q2 2019.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.