RKL Wealth Management’s NextEra Energy NEE Stock Holding History

RKL Wealth Management’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	-2,411	Closed	-$204K	–	176
2024 Q3	$204K	Buy	+2,411	New	+$188K	0.02%	160

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

RKL Wealth Management's NEE Position: Q4 2024 in Review

RKL Wealth Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,411 shares — an estimated $204K sold.

RKL Wealth Management first reported a position in NEE in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

RKL Wealth Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
RKL Wealth Management sold 2,411 NextEra Energy shares in Q4 2024, an estimated $204K.
RKL Wealth Management first reported a position in NextEra Energy in Q3 2024 and held it in 1 quarter.
RKL Wealth Management's NextEra Energy position peaked at $204K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on RKL Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.