Orrstown Financial Services’s NextEra Energy NEE Stock Holding History

Orrstown Financial Services’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	-2,723	Closed	-$230K	–	140
2024 Q3	$230K	Buy	+2,723	New	+$213K	0.07%	128
2019 Q4	–	Sell	-400	Closed	-$22K	–	175
2019 Q3	$22K	Hold	400	–	–	0.03%	158
2019 Q2	$20K	Hold	400	–	–	0.03%	158
2019 Q1	$19K	Hold	400	–	–	0.03%	164
2018 Q4	$17K	Hold	400	–	–	0.03%	150
2018 Q3	$17K	Hold	400	–	–	0.02%	158
2018 Q2	$17K	Hold	400	–	–	0.02%	191
2018 Q1	$16K	Buy	400 +200	+100%	+$7.71K	0.02%	207
2017 Q4	$8K	Sell	200 -2,008	-91%	-$77.5K	0.01%	236
2017 Q3	$81K	Hold	2,208	–	–	0.09%	124
2017 Q2	$77K	Hold	2,208	–	–	0.08%	124
2017 Q1	$71K	Hold	2,208	–	–	0.07%	135
2016 Q4	$63K	Hold	2,208	–	–	0.06%	126
2016 Q3	$68K	Hold	2,208	–	–	0.07%	116
2016 Q2	$72K	Hold	2,208	–	–	0.08%	103
2016 Q1	$65K	Hold	2,208	–	–	0.07%	101
2015 Q4	$57K	Hold	2,208	–	–	0.06%	108
2015 Q3	$54K	Hold	2,208	–	–	0.06%	110
2015 Q2	$54K	Hold	2,208	–	–	0.06%	119
2015 Q1	$57K	Hold	2,208	–	–	0.06%	118
2014 Q4	$59K	Hold	2,208	–	–	0.06%	116
2014 Q3	$52K	Hold	2,208	–	–	0.06%	124
2014 Q2	$57K	Hold	2,208	–	–	0.06%	109
2014 Q1	$53K	Hold	2,208	–	–	0.06%	109
2013 Q4	$47K	Hold	2,208	–	–	0.05%	113
2013 Q3	$44K	Hold	2,208	–	–	0.05%	113
2013 Q2	$45K	Buy	+2,208	New	+$43.8K	0.07%	101

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Orrstown Financial Services's NEE Position: Q4 2024 in Review

Orrstown Financial Services sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,723 shares — an estimated $230K sold.

Orrstown Financial Services first reported a position in NEE in Q2 2013 and held it in 27 quarters. The position peaked at $230K in Q3 2024. 2,773 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Orrstown Financial Services reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Orrstown Financial Services sold 2,723 NextEra Energy shares in Q4 2024, an estimated $230K.
Orrstown Financial Services first reported a position in NextEra Energy in Q2 2013 and held it in 27 quarters.
Orrstown Financial Services's NextEra Energy position peaked at $230K in Q3 2024.
2,773 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Orrstown Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.