Kades & Cheifetz’s NextEra Energy NEE Stock Holding History

Kades & Cheifetz’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 Q4	$224K	Sell	3,127 -2,286	-42%	-$178K	0.11%	95
2024 Q3	$458K	Buy	5,413 +24	+0.4%	+$1.87K	0.26%	65
2024 Q2	$382K	Buy	5,389 +188	+4%	+$13.3K	0.24%	65
2024 Q1	$332K	Buy	5,201 +344	+7%	+$20.2K	0.21%	70
2023 Q4	$295K	Sell	4,857 -1,529	-24%	-$87.1K	0.21%	70
2023 Q3	$366K	Sell	6,386 -913	-13%	-$63.2K	0.29%	57
2023 Q2	$542K	Buy	7,299 +31	+0.4%	+$2.35K	0.42%	49
2023 Q1	$560K	Buy	7,268 +76	+1%	+$5.84K	0.44%	46
2022 Q4	$601K	Buy	+7,192	New	+$581K	0.5%	43

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

Kades & Cheifetz's NEE Position: Q4 2024 in Review

Kades & Cheifetz reduced its NextEra Energy (NEE) stake by 42% in Q4 2024, selling an estimated $178K and leaving 3,127 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #95.

Kades & Cheifetz first reported a position in NEE in Q4 2022 and has held it in 9 quarters since. The position peaked at $601K in Q4 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Kades & Cheifetz held 3,127 shares of NextEra Energy worth $224K as of Q4 2024.
Kades & Cheifetz sold 2,286 NextEra Energy shares in Q4 2024, an estimated $178K.
NextEra Energy made up 0.11% of Kades & Cheifetz's portfolio in Q4 2024, its #95 holding.
Kades & Cheifetz first reported a position in NextEra Energy in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's NextEra Energy position peaked at $601K in Q4 2022.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.