Kiely Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Kiely Wealth Advisory Group’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	$63.8K	Hold	916	–	–	0.04%	108
2024 Q3	$67.9K	Hold	916	–	–	0.04%	109
2024 Q2	$71.3K	Hold	916	–	–	0.04%	89
2024 Q1	$61.9K	Hold	916	–	–	0.04%	94
2023 Q4	$53.5K	Buy	+916	New	+$52.2K	0.03%	95

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

Kiely Wealth Advisory Group's NEE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its NextEra Energy (NEE) position steady in Q4 2024 at 916 shares worth $63.8K. The position accounts for 0.04% of the portfolio, ranked #108.

Kiely Wealth Advisory Group first reported a position in NEE in Q4 2023 and has held it in 5 quarters since. The position peaked at $71.3K in Q2 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Kiely Wealth Advisory Group held 916 shares of NextEra Energy worth $63.8K as of Q4 2024.
Kiely Wealth Advisory Group left its NextEra Energy share count unchanged in Q4 2024.
NextEra Energy made up 0.04% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #108 holding.
Kiely Wealth Advisory Group first reported a position in NextEra Energy in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's NextEra Energy position peaked at $71.3K in Q2 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.