Petix & Botte Financial’s NextEra Energy NEE Stock Holding History

Petix & Botte 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 Q2	–	Sell	-6,306	Closed	-$403K	–	144
2024 Q1	$403K	Buy	+6,306	New	+$369K	0.1%	102

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

Petix & Botte Financial's NEE Position: Q2 2024 in Review

Petix & Botte Financial sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 6,306 shares — an estimated $403K sold.

Petix & Botte Financial first reported a position in NEE in Q1 2024 and held it in 1 quarter. The position peaked at $403K in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Petix & Botte Financial reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Petix & Botte Financial sold 6,306 NextEra Energy shares in Q2 2024, an estimated $403K.
Petix & Botte Financial first reported a position in NextEra Energy in Q1 2024 and held it in 1 quarter.
Petix & Botte Financial's NextEra Energy position peaked at $403K in Q1 2024.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.