Morningstar Investment Management’s NextEra Energy NEE Stock Holding History

Morningstar Investment 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 Q3	–	Sell	-4,891	Closed	-$346K	–	235
2024 Q2	$346K	Hold	4,891	–	–	0.04%	150
2024 Q1	$313K	Hold	4,891	–	–	0.03%	157
2023 Q4	$297K	Buy	+4,891	New	+$279K	0.03%	153

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

Morningstar Investment Management's NEE Position: Q3 2024 in Review

Morningstar Investment Management sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 4,891 shares — an estimated $346K sold.

Morningstar Investment Management first reported a position in NEE in Q4 2023 and held it in 3 quarters. The position peaked at $346K in Q2 2024. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Morningstar Investment Management reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Morningstar Investment Management sold 4,891 NextEra Energy shares in Q3 2024, an estimated $346K.
Morningstar Investment Management first reported a position in NextEra Energy in Q4 2023 and held it in 3 quarters.
Morningstar Investment Management's NextEra Energy position peaked at $346K in Q2 2024.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.