Planned Solutions’s NextEra Energy NEE Stock Holding History

Planned Solutions’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	-732	Closed	-$61.9K	–	446
2024 Q3	$61.9K	Buy	+732	New	+$57.1K	0.02%	277
2024 Q1	–	Sell	-367	Closed	-$22.3K	–	381
2023 Q4	$22.3K	Buy	+367	New	+$20.9K	0.01%	362

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

Planned Solutions's NEE Position: Q4 2024 in Review

Planned Solutions sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 732 shares — an estimated $61.9K sold.

Planned Solutions first reported a position in NEE in Q4 2023 and held it in 2 quarters. The position peaked at $61.9K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Planned Solutions reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 732 NextEra Energy shares in Q4 2024, an estimated $61.9K.
Planned Solutions first reported a position in NextEra Energy in Q4 2023 and held it in 2 quarters.
Planned Solutions's NextEra Energy position peaked at $61.9K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.