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Investment Advisory Services’s NextEra Energy NEE Stock Holding History

Investment Advisory Services’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
-8,868
Closed -$567K – 120
2024
Q1 		$567K Buy
8,868
+270
+3% +$15.8K 0.21% 76
2023
Q4 		$522K Buy
8,598
+45
+0.5% +$2.56K 0.21% 75
2023
Q3 		$490K Buy
8,553
+139
+2% +$9.62K 0.21% 74
2023
Q2 		$624K Buy
+8,414
New +$637K 0.26% 68

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

Investment Advisory Services's NEE Position: Q2 2024 in Review

Investment Advisory Services sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 8,868 shares — an estimated $567K sold.

Investment Advisory Services first reported a position in NEE in Q2 2023 and held it in 4 quarters. The position peaked at $624K in Q2 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Investment Advisory Services reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
  • Investment Advisory Services sold 8,868 NextEra Energy shares in Q2 2024, an estimated $567K.
  • Investment Advisory Services first reported a position in NextEra Energy in Q2 2023 and held it in 4 quarters.
  • Investment Advisory Services's NextEra Energy position peaked at $624K in Q2 2023.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Investment Advisory Services's 13F filing for Q2 2024, filed 17 Jul 2024.