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Realta Investment Advisors’s NextEra Energy NEE Stock Holding History

Realta Investment 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
Q4 		– Sell
-2,828
Closed -$234K – 385
2024
Q3 		$234K Sell
2,828
-3,754
-57% -$293K 0.11% 165
2024
Q2 		$466K Buy
6,582
+2,240
+52% +$159K 0.09% 237
2024
Q1 		$278K Sell
4,342
-577
-12% -$33.8K 0.06% 329
2023
Q4 		$299K Buy
4,919
+213
+5% +$12.1K 0.07% 312
2023
Q3 		$349K Sell
4,706
-700
-13% -$48.5K 0.08% 260
2023
Q2 		$401K Buy
5,406
+856
+19% +$64.8K 0.09% 251
2023
Q1 		$351K Sell
4,550
-779
-15% -$59.9K 0.09% 265
2022
Q4 		$445K Buy
5,329
+46
+0.9% +$3.72K 0.11% 224
2022
Q3 		$414K Buy
5,283
+202
+4% +$17.1K 0.11% 220
2022
Q2 		$409K Sell
5,081
-2,600
-34% -$198K 0.1% 219
2022
Q1 		$651K Buy
7,681
+232
+3% +$18.6K 0.13% 174
2021
Q4 		$695K Buy
7,449
+15
+0.2% +$1.3K 0.15% 166
2021
Q3 		$584K Sell
7,434
-81
-1% -$6.53K 0.14% 179
2021
Q2 		$551K Buy
7,515
+267
+4% +$20K 0.13% 191
2021
Q1 		$548K Buy
7,248
+2,429
+50% +$190K 0.14% 182
2020
Q4 		$372K Buy
4,819
+43
+0.9% +$3.22K 0.11% 210
2020
Q3 		$331K Buy
4,776
+144
+3% +$9.94K 0.11% 210
2020
Q2 		$278K Sell
4,632
-16
-0.3% -$958 0.09% 260
2020
Q1 		$279K Buy
4,648
+464
+11% +$29.2K 0.12% 215
2019
Q4 		$244K Sell
4,184
-3,304
-44% -$193K 0.07% 298
2019
Q3 		$436K Sell
7,488
-88
-1% -$4.76K 0.12% 197
2019
Q2 		$389K Buy
7,576
+1,216
+19% +$59.8K 0.11% 214
2019
Q1 		$308K Buy
+6,360
New +$291K 0.14% 198

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

Realta Investment Advisors's NEE Position: Q4 2024 in Review

Realta Investment Advisors sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,828 shares — an estimated $234K sold.

Realta Investment Advisors first reported a position in NEE in Q1 2019 and held it in 23 quarters. The position peaked at $695K in Q4 2021. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Realta Investment Advisors reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 2,828 NextEra Energy shares in Q4 2024, an estimated $234K.
  • Realta Investment Advisors first reported a position in NextEra Energy in Q1 2019 and held it in 23 quarters.
  • Realta Investment Advisors's NextEra Energy position peaked at $695K in Q4 2021.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.