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Life Planning Partners’s NextEra Energy NEE Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-1,100
Closed -$66.8K – 172
2023
Q4 		$66.8K Buy
+1,100
New +$62.7K 0.07% 92
2022
Q3 		$86.3K Hold
1,100
– – 0.1% 74
2022
Q2 		$85K Hold
1,100
– – 0.1% 70
2022
Q1 		$93K Hold
1,100
– – 0.09% 66
2021
Q4 		$103K Buy
+1,100
New +$95.1K 0.1% 61

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Life Planning Partners's NEE Position: Q1 2024 in Review

Life Planning Partners sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 1,100 shares — an estimated $66.8K sold.

Life Planning Partners first reported a position in NEE in Q4 2021 and held it in 5 quarters. The position peaked at $103K in Q4 2021. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Life Planning Partners reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,100 NextEra Energy shares in Q1 2024, an estimated $66.8K.
  • Life Planning Partners first reported a position in NextEra Energy in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's NextEra Energy position peaked at $103K in Q4 2021.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.