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Perissos Private Wealth Management’s NextEra Energy NEE Stock Holding History

Perissos Private Wealth Management’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
-10,755
Closed -$762K – 91
2024
Q2 		$762K Buy
+10,755
New +$763K 0.68% 45

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perissos Private Wealth Management's NEE Position: Q3 2024 in Review

Perissos Private Wealth Management sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 10,755 shares — an estimated $762K sold.

Perissos Private Wealth Management first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $762K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Perissos Private Wealth Management reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Perissos Private Wealth Management sold 10,755 NextEra Energy shares in Q3 2024, an estimated $762K.
  • Perissos Private Wealth Management first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
  • Perissos Private Wealth Management's NextEra Energy position peaked at $762K in Q2 2024.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Perissos Private Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.