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Maxwell Wealth Strategies’s NextEra Energy NEE Stock Holding History

Maxwell Wealth Strategies’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 		$748K Sell
10,434
-460
-4% -$35.7K 0.31% 70
2024
Q3 		$857K Buy
10,894
+4,066
+60% +$317K 0.36% 69
2024
Q2 		$483K Buy
6,828
+30
+0.4% +$2.13K 0.24% 77
2024
Q1 		$532K Buy
+6,798
New +$398K 0.27% 76

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maxwell Wealth Strategies's NEE Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its NextEra Energy (NEE) stake by 4.2% in Q4 2024, selling an estimated $35.7K and leaving 10,434 shares worth $748K. The position accounts for 0.31% of the portfolio, ranked #70.

Maxwell Wealth Strategies first reported a position in NEE in Q1 2024 and has held it in 4 quarters since. The position peaked at $857K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Maxwell Wealth Strategies held 10,434 shares of NextEra Energy worth $748K as of Q4 2024.
  • Maxwell Wealth Strategies sold 460 NextEra Energy shares in Q4 2024, an estimated $35.7K.
  • NextEra Energy made up 0.31% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #70 holding.
  • Maxwell Wealth Strategies first reported a position in NextEra Energy in Q1 2024 and has held it in 4 quarters since.
  • Maxwell Wealth Strategies's NextEra Energy position peaked at $857K in Q3 2024.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.