Scissortail Wealth Management’s NextEra Energy NEE Stock Holding History

Scissortail 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	-9	Closed	-$214K	–	128
2024 Q3	$214K	Buy	+9	New	+$702	0.05%	118
2024 Q1	–	Sell	-7,949	Closed	-$474K	–	181
2023 Q4	$474K	Buy	+7,949	New	+$453K	0.15%	108
2023 Q2	–	Sell	-2,844	Closed	-$219K	–	47
2023 Q1	$219K	Sell	2,844 -7,135	-72%	-$549K	0.2%	44
2022 Q4	$746K	Buy	+9,979	New	+$806K	0.43%	47
2022 Q3	–	Sell	-1,883	Closed	-$176K	–	127
2022 Q2	$176K	Buy	+1,883	New	+$143K	0.07%	87
2022 Q1	–	Sell	-1,883	Closed	-$176K	–	128
2021 Q4	$176K	Buy	+1,883	New	+$163K	0.07%	87

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

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

Scissortail Wealth Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 9 shares — an estimated $214K sold.

Scissortail Wealth Management first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $746K in Q4 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Scissortail Wealth Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Scissortail Wealth Management sold 9 NextEra Energy shares in Q4 2024, an estimated $214K.
Scissortail Wealth Management first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
Scissortail Wealth Management's NextEra Energy position peaked at $746K in Q4 2022.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Scissortail Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.