RFP Financial Group’s NextEra Energy NEE Stock Holding History

RFP Financial 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 Q3	–	Sell	-1,520	Closed	-$108K	–	542
2024 Q2	$108K	Sell	1,520 -1	-0.1%	-$71	0.04%	154
2024 Q1	$97.2K	Buy	1,521 +74	+5%	+$4.33K	0.04%	148
2023 Q4	$87.9K	Buy	1,447 +95	+7%	+$5.41K	0.04%	155
2023 Q3	$77.4K	Buy	1,352 +4	+0.3%	+$277	0.03%	167
2023 Q2	$100K	Buy	1,348 +344	+34%	+$26K	0.04%	150
2023 Q1	$77.4K	Sell	1,004 -387	-28%	-$29.8K	0.09%	82
2022 Q4	$116K	Buy	+1,391	New	+$112K	0.05%	127

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

RFP Financial Group's NEE Position: Q3 2024 in Review

RFP Financial Group sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 1,520 shares — an estimated $108K sold.

RFP Financial Group first reported a position in NEE in Q4 2022 and held it in 7 quarters. The position peaked at $116K in Q4 2022. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

RFP Financial Group reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 1,520 NextEra Energy shares in Q3 2024, an estimated $108K.
RFP Financial Group first reported a position in NextEra Energy in Q4 2022 and held it in 7 quarters.
RFP Financial Group's NextEra Energy position peaked at $116K in Q4 2022.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.