Nottingham Advisors’s NextEra Energy NEE Stock Holding History

Nottingham Advisors’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	–	Sell	-8,319	Closed	-$589K	–	161
2024 Q2	$589K	Buy	+8,319	New	+$590K	0.07%	87

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

Nottingham Advisors's NEE Position: Q3 2024 in Review

Nottingham Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 8,319 shares — an estimated $589K sold.

Nottingham Advisors first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $589K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Nottingham Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Nottingham Advisors sold 8,319 NextEra Energy shares in Q3 2024, an estimated $589K.
Nottingham Advisors first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
Nottingham Advisors's NextEra Energy position peaked at $589K in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Nottingham Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.