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Schaper Benz & Wise Investment Counsel’s NextEra Energy NEE Stock Holding History

Schaper Benz & Wise Investment Counsel’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
Q2 		– Sell
-8,120
Closed -$519K – 151
2024
Q1 		$519K Buy
+8,120
New +$476K 0.04% 109

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

Schaper Benz & Wise Investment Counsel's NEE Position: Q2 2024 in Review

Schaper Benz & Wise Investment Counsel sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 8,120 shares — an estimated $519K sold.

Schaper Benz & Wise Investment Counsel first reported a position in NEE in Q1 2024 and held it in 1 quarter. The position peaked at $519K in Q1 2024. 2,541 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Schaper Benz & Wise Investment Counsel reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 8,120 NextEra Energy shares in Q2 2024, an estimated $519K.
  • Schaper Benz & Wise Investment Counsel first reported a position in NextEra Energy in Q1 2024 and held it in 1 quarter.
  • Schaper Benz & Wise Investment Counsel's NextEra Energy position peaked at $519K in Q1 2024.
  • 2,541 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2024, filed 7 Aug 2024.