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Retirement Group’s NextEra Energy NEE Stock Holding History

Retirement Group’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
Q1 		$29K Buy
454
+53
+13% +$3.1K 0.01% 302
2023
Q4 		$24.4K Buy
401
+2
+0.5% +$114 0.01% 315
2023
Q3 		$22.9K Sell
399
-35
-8% -$2.42K 0.01% 299
2023
Q2 		$32.2K Sell
434
-84
-16% -$6.36K 0.01% 255
2023
Q1 		$40K Buy
518
+39
+8% +$3K 0.02% 224
2022
Q4 		$40K Buy
479
+1
+0.2% +$81 0.02% 203
2022
Q3 		$37K Sell
478
-144
-23% -$12.2K 0.03% 139
2022
Q2 		$48K Buy
622
+201
+48% +$15.3K 0.02% 218
2022
Q1 		$36K Buy
421
+35
+9% +$2.81K 0.01% 261
2021
Q4 		$36K Buy
386
+114
+42% +$9.85K 0.02% 254
2021
Q3 		$21K Buy
272
+1
+0.4% +$81 0.01% 307
2021
Q2 		$20K Buy
271
+2
+0.7% +$150 0.01% 330
2021
Q1 		$20K Buy
269
+1
+0.4% +$78 0.01% 388
2020
Q4 		$20K Sell
268
-212
-44% -$15.9K 0.01% 360
2020
Q3 		$33K Sell
480
-44
-8% -$3.04K 0.02% 282
2020
Q2 		$32K Buy
+524
New +$31.4K 0.02% 275
2019
Q4 		$24K Buy
+400
New +$23.4K 0.02% 304

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's NEE Position: Q1 2024 in Review

Retirement Group increased its NextEra Energy (NEE) stake by 13% in Q1 2024, buying an estimated $3.1K and bringing the position to 454 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #302.

Retirement Group first reported a position in NEE in Q4 2019 and has held it in 17 quarters since. The position peaked at $48K in Q2 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Retirement Group held 454 shares of NextEra Energy worth $29K as of Q1 2024.
  • Retirement Group bought 53 NextEra Energy shares in Q1 2024, an estimated $3.1K.
  • NextEra Energy made up 0.01% of Retirement Group's portfolio in Q1 2024, its #302 holding.
  • Retirement Group first reported a position in NextEra Energy in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's NextEra Energy position peaked at $48K in Q2 2022.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.