Matrix Trust Company’s NextEra Energy NEE Stock Holding History

Matrix Trust Company’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	-20,443	Closed	-$1.73M	–	269
2024 Q3	$1.73M	Sell	20,443 -485	-2%	-$37.8K	0.32%	44
2024 Q2	$1.48M	Buy	20,928 +307	+1%	+$21.8K	0.33%	44
2024 Q1	$1.32M	Sell	20,621 -476	-2%	-$27.9K	0.3%	43
2023 Q4	$1.28M	Sell	21,097 -22	-0.1%	-$1.25K	0.3%	42
2023 Q3	$1.21M	Buy	21,119 +496	+2%	+$34.3K	0.32%	44
2023 Q2	$1.53M	Buy	20,623 +1,366	+7%	+$103K	0.39%	34
2023 Q1	$1.48M	Sell	19,257 -2,259	-10%	-$174K	0.4%	32
2022 Q4	$1.8M	Buy	21,516 +5,650	+36%	+$456K	0.46%	21
2022 Q3	$1.24M	Buy	15,866 +4,429	+39%	+$376K	0.35%	19
2022 Q2	$886K	Buy	11,437 +7,492	+190%	+$570K	0.24%	21
2022 Q1	$334K	Buy	+3,945	New	+$316K	0.08%	28

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

Matrix Trust Company's NEE Position: Q4 2024 in Review

Matrix Trust Company sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 20,443 shares — an estimated $1.73M sold.

Matrix Trust Company first reported a position in NEE in Q1 2022 and held it in 11 quarters. The position peaked at $1.8M in Q4 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Matrix Trust Company reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Matrix Trust Company sold 20,443 NextEra Energy shares in Q4 2024, an estimated $1.73M.
Matrix Trust Company first reported a position in NextEra Energy in Q1 2022 and held it in 11 quarters.
Matrix Trust Company's NextEra Energy position peaked at $1.8M in Q4 2022.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Matrix Trust Company's 13F filing for Q4 2024, filed 13 Jan 2025.