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Raymond James & Associates’s NextEra Energy NEE Stock Holding History

Raymond James & Associates’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
-100
Closed -$5.5K – 4044
2024
Q1 		$5.5K Hold
100
– – ﹤0.01% 3910
2023
Q4 		$5.5K Sell
100
-26,500
-100% -$1.51M ﹤0.01% 3813
2023
Q3 		$2M Hold
26,600
– – ﹤0.01% 2024
2023
Q2 		$2M Buy
+26,600
New +$2.01M ﹤0.01% 2058

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

Raymond James & Associates's NEE Position: Q3 2024 in Review

Raymond James & Associates increased its NextEra Energy (NEE) stake by 14% in Q3 2024, buying an estimated $66.5M and bringing the position to 6,809,093 shares worth $576M. The position accounts for 0.35% of the portfolio, ranked #52.

Raymond James & Associates first reported a position in NEE in Q2 2013 and has held it in 46 quarters since. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Raymond James & Associates held 6,809,093 shares of NextEra Energy worth $576M as of Q3 2024.
  • Raymond James & Associates bought 851,873 NextEra Energy shares in Q3 2024, an estimated $66.5M.
  • NextEra Energy made up 0.35% of Raymond James & Associates's portfolio in Q3 2024, its #52 holding.
  • Raymond James & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 46 quarters since.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.