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RDA Financial Network’s NextEra Energy NEE Stock Holding History

RDA Financial Network’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
-3,392
Closed -$240K – 238
2024
Q2 		$240K Sell
3,392
-63
-2% -$4.47K 0.08% 208
2024
Q1 		$221K Buy
3,455
+115
+3% +$6.74K 0.08% 212
2023
Q4 		$203K Buy
+3,340
New +$190K 0.08% 221

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

RDA Financial Network's NEE Position: Q3 2024 in Review

RDA Financial Network sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,392 shares — an estimated $240K sold.

RDA Financial Network first reported a position in NEE in Q4 2023 and held it in 3 quarters. The position peaked at $240K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • RDA Financial Network reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • RDA Financial Network sold 3,392 NextEra Energy shares in Q3 2024, an estimated $240K.
  • RDA Financial Network first reported a position in NextEra Energy in Q4 2023 and held it in 3 quarters.
  • RDA Financial Network's NextEra Energy position peaked at $240K in Q2 2024.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on RDA Financial Network's 13F filing for Q3 2024, filed 15 Oct 2024.