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Kowal Investment Group’s NextEra Energy NEE Stock Holding History

Kowal Investment 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
Q3 		$228K Buy
+2,698
New +$211K 0.04% 183
2021
Q4 		– Sell
-1,681
Closed -$132K – 638
2021
Q3 		$132K Buy
+1,681
New +$136K 0.04% 128

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

Kowal Investment Group's NEE Position: Q3 2024 in Review

Kowal Investment Group opened a new position in NextEra Energy (NEE) in Q3 2024: 2,698 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in NEE as recently as Q3 2021.

Kowal Investment Group first reported a position in NEE in Q3 2021 and has held it in 2 quarters since. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Kowal Investment Group held 2,698 shares of NextEra Energy worth $228K as of Q3 2024.
  • NextEra Energy was a new Kowal Investment Group position in Q3 2024.
  • NextEra Energy made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #183 holding.
  • Kowal Investment Group first reported a position in NextEra Energy in Q3 2021 and has held it in 2 quarters since.
  • 2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.