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JB Capital’s NextEra Energy NEE Stock Holding History

JB Capital’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
-3,461
Closed -$245K – 225
2024
Q2 		$245K Buy
3,461
+86
+3% +$6.1K 0.02% 205
2024
Q1 		$216K Sell
3,375
-23
-0.7% -$1.35K 0.01% 212
2023
Q4 		$206K Sell
3,398
-419
-11% -$23.9K 0.02% 208
2023
Q3 		$219K Sell
3,817
-73
-2% -$5.05K 0.02% 171
2023
Q2 		$289K Buy
3,890
+14
+0.4% +$1.06K 0.02% 139
2023
Q1 		$299K Buy
3,876
+15
+0.4% +$1.15K 0.03% 134
2022
Q4 		$323K Buy
3,861
+12
+0.3% +$969 0.03% 130
2022
Q3 		$302K Sell
3,849
-10,186
-73% -$864K 0.03% 129
2022
Q2 		$1.09M Buy
14,035
+2,671
+24% +$203K 0.12% 91
2022
Q1 		$963K Sell
11,364
-7,827
-41% -$627K 0.09% 106
2021
Q4 		$1.79M Buy
19,191
+1,386
+8% +$120K 0.18% 66
2021
Q3 		$1.4M Buy
+17,805
New +$1.44M 0.18% 77

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

JB Capital's NEE Position: Q3 2024 in Review

JB Capital sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,461 shares — an estimated $245K sold.

JB Capital first reported a position in NEE in Q3 2021 and held it in 12 quarters. The position peaked at $1.79M in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • JB Capital reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • JB Capital sold 3,461 NextEra Energy shares in Q3 2024, an estimated $245K.
  • JB Capital first reported a position in NextEra Energy in Q3 2021 and held it in 12 quarters.
  • JB Capital's NextEra Energy position peaked at $1.79M in Q4 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on JB Capital's 13F filing for Q3 2024, filed 31 Oct 2024.