Long Island Wealth Management’s NextEra Energy NEE Stock Holding History

Long Island Wealth Management’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	-388	Closed	-$24K	–	288
2023 Q4	$24K	Buy	+388	New	+$22.1K	0.02%	161

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Long Island Wealth Management's NEE Position: Q1 2024 in Review

Long Island Wealth Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 388 shares — an estimated $24K sold.

Long Island Wealth Management first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $24K in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Long Island Wealth Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 388 NextEra Energy shares in Q1 2024, an estimated $24K.
Long Island Wealth Management first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's NextEra Energy position peaked at $24K in Q4 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.