Raymond James Financial Services Advisors’s NextEra Energy NEE Stock Holding History

Raymond James Financial Services Advisors’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	$240M	Buy	2,842,288 +334,558	+13%	+$26.1M	0.32%	60
2024 Q2	$178M	Buy	2,507,730 +764,359	+44%	+$54.2M	0.25%	82
2024 Q1	$111M	Buy	1,743,371 +107,325	+7%	+$6.29M	0.17%	127
2023 Q4	$99.4M	Sell	1,636,046 -66,435	-4%	-$3.79M	0.16%	138
2023 Q3	$97.5M	Buy	1,702,481 +100,172	+6%	+$6.93M	0.18%	123
2023 Q2	$119M	Buy	1,602,309 +16,101	+1%	+$1.22M	0.21%	97
2023 Q1	$122M	Buy	1,586,208 +115,276	+8%	+$8.87M	0.23%	85
2022 Q4	$123M	Buy	1,470,932 +19,411	+1%	+$1.57M	0.25%	84
2022 Q3	$114M	Sell	1,451,521 -26,770	-2%	-$2.27M	0.25%	83
2022 Q2	$115M	Buy	1,478,291 +50,055	+4%	+$3.81M	0.25%	86
2022 Q1	$121M	Sell	1,428,236 -46,624	-3%	-$3.74M	0.23%	89
2021 Q4	$138M	Buy	1,474,860 +24,273	+2%	+$2.1M	0.26%	77
2021 Q3	$114M	Buy	1,450,587 +73,159	+5%	+$5.9M	0.23%	88
2021 Q2	$101M	Buy	1,377,428 +39,112	+3%	+$2.94M	0.21%	98
2021 Q1	$101M	Buy	1,338,316 +172,218	+15%	+$13.4M	0.23%	93
2020 Q4	$90M	Buy	1,166,098 +13,786	+1%	+$1.03M	0.22%	97
2020 Q3	$80M	Buy	1,152,312 +63,484	+6%	+$4.38M	0.23%	93
2020 Q2	$65.4M	Buy	+1,088,828	New	+$65.2M	0.21%	104
2020 Q1	–	Sell	-1,004,584	Closed	-$60.8M	–	2705
2019 Q4	$60.8M	Buy	1,004,584 +47,764	+5%	+$2.79M	0.19%	111
2019 Q3	$55.7M	Buy	956,820 +99,232	+12%	+$5.37M	0.2%	107
2019 Q2	$43.9M	Buy	857,588 +43,688	+5%	+$2.15M	0.17%	124
2019 Q1	$39.3M	Buy	813,900 +9,856	+1%	+$451K	0.16%	137
2018 Q4	$34.9M	Buy	804,044 +91,968	+13%	+$4.02M	0.18%	116
2018 Q3	$29.8M	Buy	712,076 +101,468	+17%	+$4.32M	0.13%	156
2018 Q2	$25.5M	Buy	610,608 +17,020	+3%	+$687K	0.13%	171
2018 Q1	$24.2M	Sell	593,588 -1,728	-0.3%	-$66.6K	0.14%	157
2017 Q4	$23.2M	Buy	595,316 +10,036	+2%	+$387K	0.15%	159
2017 Q3	$21.4M	Buy	585,280 +10,248	+2%	+$375K	0.14%	167
2017 Q2	$20.1M	Buy	575,032 +54,680	+11%	+$1.87M	0.14%	163
2017 Q1	$16.7M	Buy	520,352 +45,532	+10%	+$1.43M	0.13%	192
2016 Q4	$14.2M	Sell	474,820 -41,164	-8%	-$1.23M	0.12%	205
2016 Q3	$15.8M	Sell	515,984 -96,028	-16%	-$3.03M	0.14%	170
2016 Q2	$20M	Buy	+612,012	New	+$18.4M	0.19%	127
2016 Q1	–	Sell	-600,976	Closed	-$15.6M	–	2129
2015 Q4	$15.6M	Buy	600,976 +195,036	+48%	+$4.93M	0.18%	138
2015 Q3	$9.9M	Buy	405,940 +286,428	+240%	+$7.28M	0.17%	154
2015 Q2	$2.93M	Buy	119,512 +17,300	+17%	+$440K	0.21%	131
2015 Q1	$2.66M	Buy	102,212 +6,044	+6%	+$159K	0.13%	197
2014 Q4	$2.56M	Sell	96,168 -39,392	-29%	-$995K	0.13%	192
2014 Q3	$3.18M	Sell	135,560 -14,152	-9%	-$342K	0.17%	143
2014 Q2	$3.84M	Sell	149,712 -264	-0.2%	-$6.42K	0.23%	113
2014 Q1	$3.58M	Buy	149,976 +1,472	+1%	+$33.4K	0.21%	125
2013 Q4	$3.18M	Buy	148,504 +7,508	+5%	+$158K	0.2%	144
2013 Q3	$2.83M	Buy	+140,996	New	+$2.91M	0.19%	149

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

Raymond James Financial Services Advisors's NEE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its NextEra Energy (NEE) stake by 13% in Q3 2024, buying an estimated $26.1M and bringing the position to 2,842,288 shares worth $240M. The position accounts for 0.32% of the portfolio, ranked #60.

Raymond James Financial Services Advisors first reported a position in NEE in Q3 2013 and has held it in 43 quarters since. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Raymond James Financial Services Advisors held 2,842,288 shares of NextEra Energy worth $240M as of Q3 2024.
Raymond James Financial Services Advisors bought 334,558 NextEra Energy shares in Q3 2024, an estimated $26.1M.
NextEra Energy made up 0.32% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #60 holding.
Raymond James Financial Services Advisors first reported a position in NextEra Energy in Q3 2013 and has held it in 43 quarters since.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.