Kolinsky Wealth Management’s NextEra Energy NEE Stock Holding History

Kolinsky Wealth Management’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	$569K	Buy	7,933 +239	+3%	+$18.6K	0.35%	59
2024 Q3	$650K	Sell	7,694 -16	-0.2%	-$1.25K	0.42%	47
2024 Q2	$546K	Buy	7,710 +1,541	+25%	+$109K	0.39%	55
2024 Q1	$394K	Buy	6,169 +1,174	+24%	+$68.8K	0.3%	78
2023 Q4	$303K	Sell	4,995 -1,835	-27%	-$105K	0.27%	96
2023 Q3	$391K	Sell	6,830 -255	-4%	-$17.7K	0.39%	63
2023 Q2	$516K	Buy	7,085 +416	+6%	+$31.5K	0.49%	42
2023 Q1	$514K	Buy	6,669 +139	+2%	+$10.7K	0.55%	36
2022 Q4	$546K	Buy	6,530 +148	+2%	+$12K	0.62%	27
2022 Q3	$500K	Buy	6,382 +33	+0.5%	+$2.8K	0.63%	28
2022 Q2	$492K	Buy	6,349 +53	+0.8%	+$4.04K	0.58%	31
2022 Q1	$533K	Buy	6,296 +251	+4%	+$20.1K	0.52%	35
2021 Q4	$564K	Buy	+6,045	New	+$522K	0.52%	33

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kolinsky Wealth Management's NEE Position: Q4 2024 in Review

Kolinsky Wealth Management increased its NextEra Energy (NEE) stake by 3.1% in Q4 2024, buying an estimated $18.6K and bringing the position to 7,933 shares worth $569K. The position accounts for 0.35% of the portfolio, ranked #59.

Kolinsky Wealth Management first reported a position in NEE in Q4 2021 and has held it in 13 quarters since. The position peaked at $650K in Q3 2024. 2,773 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Kolinsky Wealth Management held 7,933 shares of NextEra Energy worth $569K as of Q4 2024.
Kolinsky Wealth Management bought 239 NextEra Energy shares in Q4 2024, an estimated $18.6K.
NextEra Energy made up 0.35% of Kolinsky Wealth Management's portfolio in Q4 2024, its #59 holding.
Kolinsky Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's NextEra Energy position peaked at $650K in Q3 2024.
2,773 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.