LSAG
NEE icon

Lake Street Advisors Group’s NextEra Energy NEE Stock Holding History

Lake Street Advisors 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 		$1.84M Sell
25,657
-292
-1% -$22.7K 0.08% 146
2024
Q3 		$2.19M Sell
25,949
-213
-0.8% -$16.6K 0.1% 117
2024
Q2 		$1.85M Sell
26,162
-498
-2% -$35.3K 0.09% 138
2024
Q1 		$1.7M Buy
26,660
+3,604
+16% +$211K 0.08% 155
2023
Q4 		$1.4M Buy
23,056
+5,317
+30% +$303K 0.07% 181
2023
Q3 		$1.02M Sell
17,739
-5,134
-22% -$355K 0.06% 165
2023
Q2 		$1.7M Buy
22,873
+443
+2% +$33.5K 0.09% 137
2023
Q1 		$1.73M Buy
22,430
+135
+0.6% +$10.4K 0.11% 123
2022
Q4 		$1.86M Buy
22,295
+347
+2% +$28K 0.12% 112
2022
Q3 		$1.72M Buy
21,948
+1,740
+9% +$148K 0.12% 113
2022
Q2 		$1.56M Buy
20,208
+155
+0.8% +$11.8K 0.11% 121
2022
Q1 		$1.7M Buy
20,053
+519
+3% +$41.6K 0.11% 124
2021
Q4 		$1.82M Buy
19,534
+4,960
+34% +$429K 0.12% 122
2021
Q3 		$1.14M Buy
14,574
+2,555
+21% +$206K 0.12% 108
2021
Q2 		$998K Sell
12,019
-102
-0.8% -$7.66K 0.07% 111
2021
Q1 		$916K Buy
12,121
+178
+1% +$13.9K 0.07% 107
2020
Q4 		$921K Buy
11,943
+623
+6% +$46.6K 0.08% 108
2020
Q3 		$786K Buy
11,320
+608
+6% +$42K 0.07% 107
2020
Q2 		$643K Buy
10,712
+248
+2% +$14.8K 0.07% 112
2020
Q1 		$629K Buy
10,464
+1,356
+15% +$85.2K 0.08% 98
2019
Q4 		$551K Buy
9,108
+716
+9% +$41.8K 0.05% 114
2019
Q3 		$440K Buy
8,392
+1,236
+17% +$66.9K 0.05% 107
2019
Q2 		$367K Buy
7,156
+504
+8% +$24.8K 0.04% 129
2019
Q1 		$321K Sell
6,652
-148
-2% -$6.77K 0.03% 145
2018
Q4 		$295K Buy
6,800
+972
+17% +$42.5K 0.04% 137
2018
Q3 		$244K Sell
5,828
-3,844
-40% -$164K 0.03% 167
2018
Q2 		$404K Buy
9,672
+412
+4% +$16.6K 0.04% 183
2018
Q1 		$378K Buy
9,260
+348
+4% +$13.4K 0.04% 163
2017
Q4 		$348K Buy
+8,912
New +$344K 0.04% 184

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

Lake Street Advisors Group's NEE Position: Q4 2024 in Review

Lake Street Advisors Group reduced its NextEra Energy (NEE) stake by 1.1% in Q4 2024, selling an estimated $22.7K and leaving 25,657 shares worth $1.84M. The position accounts for 0.08% of the portfolio, ranked #146.

Lake Street Advisors Group first reported a position in NEE in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.19M in Q3 2024. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Lake Street Advisors Group held 25,657 shares of NextEra Energy worth $1.84M as of Q4 2024.
  • Lake Street Advisors Group sold 292 NextEra Energy shares in Q4 2024, an estimated $22.7K.
  • NextEra Energy made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #146 holding.
  • Lake Street Advisors Group first reported a position in NextEra Energy in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's NextEra Energy position peaked at $2.19M in Q3 2024.
  • 2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.