Sanctuary Wealth Management’s NextEra Energy NEE Stock Holding History

Sanctuary 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	$103K	Hold	1,432	–	–	0.07%	66
2024 Q3	$121K	Hold	1,432	–	–	0.09%	61
2024 Q2	$101K	Hold	1,432	–	–	0.08%	65
2024 Q1	$91.5K	Hold	1,432	–	–	0.07%	67
2023 Q4	$87K	Hold	1,432	–	–	0.08%	64
2023 Q3	$82K	Sell	1,432 -16	-1%	-$1.11K	0.09%	59
2023 Q2	$107K	Buy	+1,448	New	+$110K	0.11%	50
2022 Q4	$121K	Buy	+1,448	New	+$117K	0.14%	35

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

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

Sanctuary Wealth Management held its NextEra Energy (NEE) position steady in Q4 2024 at 1,432 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #66.

Sanctuary Wealth Management first reported a position in NEE in Q4 2022 and has held it in 8 quarters since. The position peaked at $121K in Q4 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Sanctuary Wealth Management held 1,432 shares of NextEra Energy worth $103K as of Q4 2024.
Sanctuary Wealth Management left its NextEra Energy share count unchanged in Q4 2024.
NextEra Energy made up 0.07% of Sanctuary Wealth Management's portfolio in Q4 2024, its #66 holding.
Sanctuary Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's NextEra Energy position peaked at $121K in Q4 2022.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.