Naples Money Management’s NextEra Energy NEE Stock Holding History

Naples Money 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	$2.61M	Sell	30,875 -189	-0.6%	-$14.7K	2.2%	13
2024 Q2	$2.17M	Sell	31,064 -4,300	-12%	-$305K	1.85%	20
2024 Q1	$2.26M	Buy	35,364 +34,206	+2,954%	+$2M	2.25%	17
2023 Q4	$70.3K	Buy	+1,158	New	+$66K	0.07%	83

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Naples Money Management's NEE Position: Q3 2024 in Review

Naples Money Management reduced its NextEra Energy (NEE) stake by 0.61% in Q3 2024, selling an estimated $14.7K and leaving 30,875 shares worth $2.61M. The position accounts for 2.2% of the portfolio, ranked #13.

Naples Money Management first reported a position in NEE in Q4 2023 and has held it in 4 quarters since. 2,664 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Naples Money Management held 30,875 shares of NextEra Energy worth $2.61M as of Q3 2024.
Naples Money Management sold 189 NextEra Energy shares in Q3 2024, an estimated $14.7K.
NextEra Energy made up 2.2% of Naples Money Management's portfolio in Q3 2024, its #13 holding.
Naples Money Management first reported a position in NextEra Energy in Q4 2023 and has held it in 4 quarters since.
2,664 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

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