New Jersey Better Educational Savings Trust’s NextEra Energy NEE Stock Holding History

New Jersey Better Educational Savings Trust’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	-2,398	Closed	-$203K	–	35
2024 Q3	$203K	Buy	+2,398	New	+$187K	0.38%	31
2024 Q2	–	Sell	-5,128	Closed	-$328K	–	70
2024 Q1	$328K	Hold	5,128	–	–	0.62%	47
2023 Q4	$311K	Hold	5,128	–	–	0.66%	46
2023 Q3	$294K	Hold	5,128	–	–	0.72%	43
2023 Q2	$380K	Hold	5,128	–	–	0.9%	33
2023 Q1	$395K	Hold	5,128	–	–	1.07%	30
2022 Q4	$429K	Hold	5,128	–	–	1.26%	26
2022 Q3	$402K	Hold	5,128	–	–	1.35%	23
2022 Q2	$397K	Hold	5,128	–	–	1.25%	26
2022 Q1	$434K	Hold	5,128	–	–	1.06%	29
2021 Q4	$479K	Sell	5,128 -1,360	-21%	-$118K	1.06%	26
2021 Q3	$509K	Hold	6,488	–	–	1.01%	27
2021 Q2	$475K	Hold	6,488	–	–	0.95%	28
2021 Q1	$491K	Sell	6,488 -2,900	-31%	-$226K	1.08%	24
2020 Q4	$724K	Sell	9,388 -1,412	-13%	-$106K	1.34%	16
2020 Q3	$749K	Hold	10,800	–	–	1.24%	19
2020 Q2	$648K	Hold	10,800	–	–	1.19%	20
2020 Q1	$650K	Hold	10,800	–	–	1.53%	16
2019 Q4	$654K	Sell	10,800 -400	-4%	-$23.4K	1.11%	24
2019 Q3	$652K	Hold	11,200	–	–	0.91%	22
2019 Q2	$574K	Sell	11,200 -800	-7%	-$39.4K	0.76%	25
2019 Q1	$580K	Hold	12,000	–	–	0.77%	25
2018 Q4	$521K	Hold	12,000	–	–	0.67%	32
2018 Q3	$503K	Hold	12,000	–	–	0.51%	59
2018 Q2	$501K	Hold	12,000	–	–	0.54%	55
2018 Q1	$490K	Sell	12,000 -8,000	-40%	-$308K	0.54%	59
2017 Q4	$781K	Sell	20,000 -4,000	-17%	-$154K	0.79%	27
2017 Q3	$879K	Hold	24,000	–	–	0.74%	28
2017 Q2	$841K	Hold	24,000	–	–	0.73%	28
2017 Q1	$770K	Sell	24,000 -8,000	-25%	-$252K	0.68%	31
2016 Q4	$956K	Buy	32,000 +12,000	+60%	+$359K	0.61%	44
2016 Q3	$612K	Sell	20,000 -8,000	-29%	-$252K	0.39%	98
2016 Q2	$913K	Buy	28,000 +4,000	+17%	+$120K	0.61%	40
2016 Q1	$710K	Hold	24,000	–	–	0.49%	63
2015 Q4	$623K	Sell	24,000 -4,000	-14%	-$101K	0.42%	79
2015 Q3	$683K	Sell	28,000 -4,000	-13%	-$102K	0.49%	70
2015 Q2	$784K	Sell	32,000 -20,000	-38%	-$508K	0.51%	83
2015 Q1	$1.35M	Hold	52,000	–	–	0.59%	42
2014 Q4	$1.38M	Hold	52,000	–	–	0.62%	39
2014 Q3	$1.22M	Buy	52,000 +12,000	+30%	+$290K	0.57%	41
2014 Q2	$1.02M	Hold	40,000	–	–	0.47%	83
2014 Q1	$956K	Sell	40,000 -8,000	-17%	-$181K	0.46%	85
2013 Q4	$1.03M	Buy	48,000 +8,000	+20%	+$169K	0.5%	67
2013 Q3	$802K	Sell	40,000 -4,000	-9%	-$82.6K	0.5%	74
2013 Q2	$896K	Buy	+44,000	New	+$873K	0.54%	63

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

New Jersey Better Educational Savings Trust's NEE Position: Q4 2024 in Review

New Jersey Better Educational Savings Trust sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,398 shares — an estimated $203K sold.

New Jersey Better Educational Savings Trust first reported a position in NEE in Q2 2013 and held it in 45 quarters. The position peaked at $1.38M in Q4 2014. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

New Jersey Better Educational Savings Trust reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 2,398 NextEra Energy shares in Q4 2024, an estimated $203K.
New Jersey Better Educational Savings Trust first reported a position in NextEra Energy in Q2 2013 and held it in 45 quarters.
New Jersey Better Educational Savings Trust's NextEra Energy position peaked at $1.38M in Q4 2014.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2024, filed 31 Jan 2025.