Morningstar Investment Services’s NextEra Energy NEE Stock Holding History

Morningstar Investment Services’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	-10,696	Closed	-$904K	–	308
2024 Q3	$904K	Buy	10,696 +1,439	+16%	+$112K	0.01%	220
2024 Q2	$682K	Buy	9,257 +2,397	+35%	+$170K	0.01%	221
2024 Q1	$438K	Sell	6,860 -5,846	-46%	-$342K	﹤0.01%	248
2023 Q4	$775K	Buy	12,706 +6,284	+98%	+$358K	﹤0.01%	249
2023 Q3	$367K	Buy	6,422 +3,680	+134%	+$255K	﹤0.01%	226
2023 Q2	$200K	Buy	+2,742	New	+$208K	﹤0.01%	243
2022 Q3	–	Sell	-2,946	Closed	-$224K	–	229
2022 Q2	$224K	Buy	+2,946	New	+$224K	﹤0.01%	208

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 Services's NEE Position: Q4 2024 in Review

Morningstar Investment Services sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 10,696 shares — an estimated $904K sold.

Morningstar Investment Services first reported a position in NEE in Q2 2022 and held it in 7 quarters. The position peaked at $904K in Q3 2024. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Morningstar Investment Services reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 10,696 NextEra Energy shares in Q4 2024, an estimated $904K.
Morningstar Investment Services first reported a position in NextEra Energy in Q2 2022 and held it in 7 quarters.
Morningstar Investment Services's NextEra Energy position peaked at $904K in Q3 2024.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.