Napa Wealth Management’s NextEra Energy NEE Stock Holding History

Napa Wealth 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 Q4	–	Sell	-13,517	Closed	-$1.14M	–	196
2024 Q3	$1.14M	Buy	+13,517	New	+$1.05M	0.54%	49

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

Napa Wealth Management's NEE Position: Q4 2024 in Review

Napa Wealth Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 13,517 shares — an estimated $1.14M sold.

Napa Wealth Management first reported a position in NEE in Q3 2024 and held it in 1 quarter. The position peaked at $1.14M in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Napa Wealth Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 13,517 NextEra Energy shares in Q4 2024, an estimated $1.14M.
Napa Wealth Management first reported a position in NextEra Energy in Q3 2024 and held it in 1 quarter.
Napa Wealth Management's NextEra Energy position peaked at $1.14M in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.