JDR
NEE icon

Jay D. Rosenbaum’s NextEra Energy NEE Stock Holding History

Jay D. Rosenbaum’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
-4,074
Closed -$288K – 21
2024
Q2 		$288K Sell
4,074
-330
-7% -$23.4K 1.63% 18
2024
Q1 		$281K Sell
4,404
-5,792
-57% -$339K 1.6% 17
2023
Q4 		$619K Sell
10,196
-6,845
-40% -$390K 1.6% 18
2023
Q3 		$976K Buy
17,041
+5,739
+51% +$397K 1.64% 24
2023
Q2 		$839K Buy
11,302
+2,546
+29% +$193K 1.35% 32
2023
Q1 		$675K Buy
8,756
+967
+12% +$74.4K 1.24% 38
2022
Q4 		$651K Sell
7,789
-1,337
-15% -$108K 1.41% 31
2022
Q3 		$716K Sell
9,126
-153
-2% -$13K 1.65% 26
2022
Q2 		$719K Buy
9,279
+270
+3% +$20.6K 1.39% 32
2022
Q1 		$763K Buy
9,009
+266
+3% +$21.3K 1.21% 37
2021
Q4 		$816K Sell
8,743
-895
-9% -$77.3K 1.2% 33
2021
Q3 		$758K Sell
9,638
-25
-0.3% -$2.02K 1.26% 35
2021
Q2 		$709K Hold
9,663
– – 1.17% 39
2021
Q1 		$730K Buy
9,663
+490
+5% +$38.2K 1.25% 33
2020
Q4 		$707K Buy
9,173
+985
+12% +$73.7K 1.23% 33
2020
Q3 		$568K Buy
8,188
+768
+10% +$53K 1.05% 39
2020
Q2 		$446K Buy
7,420
+320
+5% +$19.2K 0.87% 43
2020
Q1 		$427K Buy
+7,100
New +$446K 0.99% 41

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

Jay D. Rosenbaum's NEE Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 4,074 shares — an estimated $288K sold.

Jay D. Rosenbaum first reported a position in NEE in Q1 2020 and held it in 18 quarters. The position peaked at $976K in Q3 2023. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Jay D. Rosenbaum reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 4,074 NextEra Energy shares in Q3 2024, an estimated $288K.
  • Jay D. Rosenbaum first reported a position in NextEra Energy in Q1 2020 and held it in 18 quarters.
  • Jay D. Rosenbaum's NextEra Energy position peaked at $976K in Q3 2023.
  • 2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.