Q3 Asset Management’s NextEra Energy NEE Stock Holding History

Q3 Asset 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	-4,135	Closed	-$292K	–	65
2024 Q2	$292K	Buy	+4,135	New	+$293K	0.07%	40
2022 Q1	–	Sell	-9,921	Closed	-$926K	–	57
2021 Q4	$926K	Buy	+9,921	New	+$857K	0.39%	27

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

Q3 Asset Management's NEE Position: Q3 2024 in Review

Q3 Asset Management sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 4,135 shares — an estimated $292K sold.

Q3 Asset Management first reported a position in NEE in Q4 2021 and held it in 2 quarters. The position peaked at $926K in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Q3 Asset Management reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Q3 Asset Management sold 4,135 NextEra Energy shares in Q3 2024, an estimated $292K.
Q3 Asset Management first reported a position in NextEra Energy in Q4 2021 and held it in 2 quarters.
Q3 Asset Management's NextEra Energy position peaked at $926K in Q4 2021.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Q3 Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.