Norwood Financial’s NextEra Energy NEE Stock Holding History

Norwood Financial’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 Q1	$239K	Hold	3,740	–	–	0.35%	64
2023 Q4	$227K	Hold	3,740	–	–	0.34%	62
2023 Q3	$214K	Hold	3,740	–	–	0.35%	66
2023 Q2	$278K	Hold	3,740	–	–	0.42%	57
2023 Q1	$288K	Hold	3,740	–	–	0.46%	57
2022 Q4	$313K	Hold	3,740	–	–	0.49%	51
2022 Q3	$293K	Hold	3,740	–	–	0.52%	48
2022 Q2	$290K	Hold	3,740	–	–	0.49%	54
2022 Q1	$317K	Hold	3,740	–	–	0.46%	54
2021 Q4	$349K	Buy	+3,740	New	+$323K	0.48%	51

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norwood Financial's NEE Position: Q1 2024 in Review

Norwood Financial held its NextEra Energy (NEE) position steady in Q1 2024 at 3,740 shares worth $239K. The position accounts for 0.35% of the portfolio, ranked #64.

Norwood Financial first reported a position in NEE in Q4 2021 and has held it in 10 quarters since. The position peaked at $349K in Q4 2021. 2,464 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Norwood Financial held 3,740 shares of NextEra Energy worth $239K as of Q1 2024.
Norwood Financial left its NextEra Energy share count unchanged in Q1 2024.
NextEra Energy made up 0.35% of Norwood Financial's portfolio in Q1 2024, its #64 holding.
Norwood Financial first reported a position in NextEra Energy in Q4 2021 and has held it in 10 quarters since.
Norwood Financial's NextEra Energy position peaked at $349K in Q4 2021.
2,464 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.