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Planning Capital Management Corporation’s NextEra Energy NEE Stock Holding History

Planning Capital Management Corporation’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 		$273K Buy
3,225
+384
+14% +$30K 0.18% 70
2024
Q2 		$201K Sell
2,841
-94
-3% -$6.67K 0.14% 86
2024
Q1 		$188K Buy
2,935
+729
+33% +$42.7K 0.14% 86
2023
Q4 		$134K Buy
+2,206
New +$126K 0.1% 110

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

Planning Capital Management Corporation's NEE Position: Q3 2024 in Review

Planning Capital Management Corporation increased its NextEra Energy (NEE) stake by 14% in Q3 2024, buying an estimated $30K and bringing the position to 3,225 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #70.

Planning Capital Management Corporation first reported a position in NEE in Q4 2023 and has held it in 4 quarters since. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Planning Capital Management Corporation held 3,225 shares of NextEra Energy worth $273K as of Q3 2024.
  • Planning Capital Management Corporation bought 384 NextEra Energy shares in Q3 2024, an estimated $30K.
  • NextEra Energy made up 0.18% of Planning Capital Management Corporation's portfolio in Q3 2024, its #70 holding.
  • Planning Capital Management Corporation first reported a position in NextEra Energy in Q4 2023 and has held it in 4 quarters since.
  • 2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.