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Principal Street Partners’s NextEra Energy NEE Stock Holding History

Principal Street Partners’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
-3,353
Closed -$237K – 253
2024
Q2 		$237K Sell
3,353
-70
-2% -$4.97K 0.04% 209
2024
Q1 		$233K Sell
3,423
-4,813
-58% -$282K 0.04% 217
2023
Q4 		$500K Buy
8,236
+432
+6% +$24.6K 0.12% 118
2023
Q3 		$447K Sell
7,804
-4,964
-39% -$344K 0.09% 161
2023
Q2 		$947K Sell
12,768
-1,798
-12% -$136K 0.23% 70
2023
Q1 		$1.12M Sell
14,566
-432
-3% -$33.2K 0.28% 61
2022
Q4 		$1.25M Sell
14,998
-265
-2% -$21.4K 0.32% 57
2022
Q3 		$1.2M Buy
15,263
+2,054
+16% +$174K 0.32% 62
2022
Q2 		$1.02M Sell
13,209
-1,050
-7% -$79.9K 0.27% 65
2022
Q1 		$1.21M Buy
14,259
+86
+0.6% +$6.89K 0.28% 66
2021
Q4 		$1.32M Buy
14,173
+555
+4% +$48K 0.32% 62
2021
Q3 		$1.07M Buy
13,618
+652
+5% +$52.6K 0.29% 65
2021
Q2 		$950K Sell
12,966
-9,789
-43% -$735K 0.25% 80
2021
Q1 		$1.72M Buy
22,755
+10,670
+88% +$833K 0.22% 86
2020
Q4 		$933K Buy
12,085
+3,545
+42% +$265K 0.29% 76
2020
Q3 		$593K Buy
8,540
+2,036
+31% +$141K 0.21% 89
2020
Q2 		$391K Sell
6,504
-288
-4% -$17.2K 0.15% 92
2020
Q1 		$408K Sell
6,792
-8,440
-55% -$531K 0.17% 87
2019
Q4 		$922K Buy
15,232
+5,272
+53% +$308K 0.21% 85
2019
Q3 		$580K Buy
+9,960
New +$539K 0.15% 94

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

Principal Street Partners's NEE Position: Q3 2024 in Review

Principal Street Partners sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,353 shares — an estimated $237K sold.

Principal Street Partners first reported a position in NEE in Q3 2019 and held it in 20 quarters. The position peaked at $1.72M in Q1 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Principal Street Partners reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Principal Street Partners sold 3,353 NextEra Energy shares in Q3 2024, an estimated $237K.
  • Principal Street Partners first reported a position in NextEra Energy in Q3 2019 and held it in 20 quarters.
  • Principal Street Partners's NextEra Energy position peaked at $1.72M in Q1 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Principal Street Partners's 13F filing for Q3 2024, filed 13 Nov 2024.