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Livelsberger Financial Advisory’s NextEra Energy NEE Stock Holding History

Livelsberger Financial Advisory’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
-2,585
Closed -$157K – 135
2023
Q4 		$157K Buy
+2,585
New +$147K 0.14% 88

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Livelsberger Financial Advisory's NEE Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 2,585 shares — an estimated $157K sold.

Livelsberger Financial Advisory first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $157K in Q4 2023. 2,466 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 2,585 NextEra Energy shares in Q1 2024, an estimated $157K.
  • Livelsberger Financial Advisory first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's NextEra Energy position peaked at $157K in Q4 2023.
  • 2,466 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.