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Kelly Financial Services’s NextEra Energy NEE Stock Holding History

Kelly Financial Services’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
-1,166
Closed -$82.6K – 521
2024
Q2 		$82.6K Buy
1,166
+457
+64% +$32.4K 0.03% 176
2024
Q1 		$45.3K Buy
709
+128
+22% +$7.5K 0.02% 232
2023
Q4 		$35.3K Buy
581
+141
+32% +$8.04K 0.01% 243
2023
Q3 		$25.2K Buy
440
+107
+32% +$7.41K 0.01% 257
2023
Q2 		$24.7K Buy
333
+83
+33% +$6.28K 0.01% 269
2023
Q1 		$19.2K Buy
250
+69
+38% +$5.31K 0.01% 280
2022
Q4 		$15.1K Hold
181
– – 0.01% 288
2022
Q3 		$14.2K Buy
181
+9
+5% +$764 0.01% 287
2022
Q2 		$13.3K Hold
172
– – 0.01% 291
2022
Q1 		$14.6K Hold
172
– – 0.01% 300
2021
Q4 		$16.1K Hold
172
– – 0.01% 288
2021
Q3 		$13.5K Sell
172
-12,432
-99% -$1M 0.01% 291
2021
Q2 		$172K Buy
12,604
+12,432
+7,228% +$933K 0.01% 315
2021
Q1 		$13K Hold
172
– – 0.01% 267
2020
Q4 		$13.3K Sell
172
-40
-19% -$2.99K 0.01% 236
2020
Q3 		$14.7K Hold
212
– – 0.01% 210
2020
Q2 		$12.7K Buy
212
+64
+43% +$3.83K 0.01% 213
2020
Q1 		$8.9K Hold
148
– – 0.01% 228
2019
Q4 		$8.96K Hold
148
– – 0.01% 238
2019
Q3 		$8.62K Hold
148
– – 0.01% 239
2019
Q2 		$7.58K Hold
148
– – 0.01% 252
2019
Q1 		$7.15K Buy
+148
New +$6.77K 0.01% 257

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

Kelly Financial Services's NEE Position: Q3 2024 in Review

Kelly Financial Services sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 1,166 shares — an estimated $82.6K sold.

Kelly Financial Services first reported a position in NEE in Q1 2019 and held it in 22 quarters. The position peaked at $172K in Q2 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Kelly Financial Services reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,166 NextEra Energy shares in Q3 2024, an estimated $82.6K.
  • Kelly Financial Services first reported a position in NextEra Energy in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's NextEra Energy position peaked at $172K in Q2 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.