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Janiczek Wealth Management’s NextEra Energy NEE Stock Holding History

Janiczek 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
Q2 		$253K Sell
3,567
-130
-4% -$9.22K 0.05% 153
2024
Q1 		$236K Sell
3,697
-308
-8% -$18K 0.05% 166
2023
Q4 		$243K Buy
4,005
+1,981
+98% +$113K 0.06% 134
2023
Q3 		$116K Buy
2,024
+380
+23% +$26.3K 0.03% 226
2023
Q2 		$122K Buy
1,644
+34
+2% +$2.57K 0.03% 191
2023
Q1 		$126K Sell
1,610
-188
-10% -$14.5K 0.04% 179
2022
Q4 		$153K Buy
1,798
+850
+90% +$68.7K 0.04% 157
2022
Q3 		$73K Buy
948
+185
+24% +$15.7K 0.02% 254
2022
Q2 		$64K Buy
763
+82
+12% +$6.24K 0.02% 271
2022
Q1 		$58K Buy
681
+89
+15% +$7.13K 0.02% 283
2021
Q4 		$55K Buy
592
+116
+24% +$10K 0.02% 294
2021
Q3 		$37K Buy
476
+1
+0.2% +$81 0.01% 342
2021
Q2 		$35K Sell
475
-166
-26% -$12.5K 0.01% 322
2021
Q1 		$48K Sell
641
-46
-7% -$3.59K 0.02% 236
2020
Q4 		$53K Buy
687
+491
+251% +$36.7K 0.03% 196
2020
Q3 		$14K Buy
196
+144
+277% +$9.94K 0.01% 194
2020
Q2 		$3K Buy
+52
New +$3.11K ﹤0.01% 249

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

Janiczek Wealth Management's NEE Position: Q2 2024 in Review

Janiczek Wealth Management reduced its NextEra Energy (NEE) stake by 3.5% in Q2 2024, selling an estimated $9.22K and leaving 3,567 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #153.

Janiczek Wealth Management first reported a position in NEE in Q2 2020 and has held it in 17 quarters since. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Janiczek Wealth Management held 3,567 shares of NextEra Energy worth $253K as of Q2 2024.
  • Janiczek Wealth Management sold 130 NextEra Energy shares in Q2 2024, an estimated $9.22K.
  • NextEra Energy made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #153 holding.
  • Janiczek Wealth Management first reported a position in NextEra Energy in Q2 2020 and has held it in 17 quarters since.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.