Lynx Investment Advisory’s NextEra Energy NEE Stock Holding History

Lynx Investment 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 Q3	–	Sell	-1,983	Closed	-$140K	–	538
2024 Q2	$140K	Buy	+1,983	New	+$141K	0.1%	154

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

Lynx Investment Advisory's NEE Position: Q3 2024 in Review

Lynx Investment Advisory sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 1,983 shares — an estimated $140K sold.

Lynx Investment Advisory first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $140K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Lynx Investment Advisory reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 1,983 NextEra Energy shares in Q3 2024, an estimated $140K.
Lynx Investment Advisory first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's NextEra Energy position peaked at $140K in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.