Little House Capital’s NextEra Energy NEE Stock Holding History

Little House Capital’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	-30,364	Closed	-$2.57M	–	118
2024 Q3	$2.57M	Buy	30,364 +615	+2%	+$48K	0.74%	40
2024 Q2	$2.11M	Buy	29,749 +1,140	+4%	+$80.9K	0.66%	44
2024 Q1	$1.83M	Buy	28,609 +23,592	+470%	+$1.38M	0.61%	47
2023 Q4	$305K	Sell	5,017 -23,544	-82%	-$1.34M	0.11%	105
2023 Q3	$1.64M	Buy	28,561 +12,527	+78%	+$867K	0.67%	43
2023 Q2	$1.19M	Buy	16,034 +682	+4%	+$51.6K	0.51%	57
2023 Q1	$1.18M	Buy	+15,352	New	+$1.18M	0.56%	51

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

Little House Capital's NEE Position: Q4 2024 in Review

Little House Capital sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 30,364 shares — an estimated $2.57M sold.

Little House Capital first reported a position in NEE in Q1 2023 and held it in 7 quarters. The position peaked at $2.57M in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Little House Capital reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Little House Capital sold 30,364 NextEra Energy shares in Q4 2024, an estimated $2.57M.
Little House Capital first reported a position in NextEra Energy in Q1 2023 and held it in 7 quarters.
Little House Capital's NextEra Energy position peaked at $2.57M in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Little House Capital's 13F filing for Q4 2024, filed 30 Jan 2025.