O'Dell Group’s NextEra Energy NEE Stock Holding History

O'Dell Group’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	–	Sell	-1,591	Closed	-$96.6K	–	343
2023 Q4	$96.6K	Buy	+1,591	New	+$90.7K	0.03%	148
2023 Q3	–	Sell	-1,591	Closed	-$118K	–	330
2023 Q2	$118K	Buy	+1,591	New	+$120K	0.03%	115
2022 Q4	–	Sell	-1,227	Closed	-$96K	–	285
2022 Q3	$96K	Hold	1,227	–	–	0.03%	101
2022 Q2	$95K	Hold	1,227	–	–	0.03%	107
2022 Q1	$104K	Hold	1,227	–	–	0.03%	114
2021 Q4	$115K	Buy	1,227 +667	+119%	+$57.6K	0.03%	105
2021 Q3	$44K	Buy	+560	New	+$45.2K	0.01%	170

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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Dell Group's NEE Position: Q1 2024 in Review

O'Dell Group sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 1,591 shares — an estimated $96.6K sold.

O'Dell Group first reported a position in NEE in Q3 2021 and held it in 7 quarters. The position peaked at $118K in Q2 2023. 2,467 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

O'Dell Group reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 1,591 NextEra Energy shares in Q1 2024, an estimated $96.6K.
O'Dell Group first reported a position in NextEra Energy in Q3 2021 and held it in 7 quarters.
O'Dell Group's NextEra Energy position peaked at $118K in Q2 2023.
2,467 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.