LifePlan Financial’s NextEra Energy NEE Stock Holding History

LifePlan Financial’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	–	Sell	-4,807	Closed	-$406K	–	91
2024 Q3	$406K	Sell	4,807 -160	-3%	-$12.5K	0.35%	75
2024 Q2	$352K	Sell	4,967 -57	-1%	-$4.04K	0.32%	75
2024 Q1	$321K	Sell	5,024 -44	-0.9%	-$2.58K	0.29%	80
2023 Q4	$308K	Buy	+5,068	New	+$289K	0.31%	75

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

LifePlan Financial's NEE Position: Q4 2024 in Review

LifePlan Financial sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 4,807 shares — an estimated $406K sold.

LifePlan Financial first reported a position in NEE in Q4 2023 and held it in 4 quarters. The position peaked at $406K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

LifePlan Financial reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
LifePlan Financial sold 4,807 NextEra Energy shares in Q4 2024, an estimated $406K.
LifePlan Financial first reported a position in NextEra Energy in Q4 2023 and held it in 4 quarters.
LifePlan Financial's NextEra Energy position peaked at $406K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on LifePlan Financial's 13F filing for Q4 2024, filed 17 Jan 2025.