Jade Capital Advisors’s NextEra Energy NEE Stock Holding History

Jade Capital Advisors’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	–	Sell	-10,000	Closed	-$708K	–	117
2024 Q2	$708K	Buy	+10,000	New	+$710K	0.5%	60

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

Jade Capital Advisors's NEE Position: Q3 2024 in Review

Jade Capital Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 10,000 shares — an estimated $708K sold.

Jade Capital Advisors first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $708K in Q2 2024. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Jade Capital Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Jade Capital Advisors sold 10,000 NextEra Energy shares in Q3 2024, an estimated $708K.
Jade Capital Advisors first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
Jade Capital Advisors's NextEra Energy position peaked at $708K in Q2 2024.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.