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Secure Asset Management’s NextEra Energy NEE Stock Holding History

Secure Asset 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
Q1 		– Sell
-5,611
Closed -$341K – 241
2023
Q4 		$341K Sell
5,611
-159
-3% -$9.06K 0.09% 157
2023
Q3 		$331K Sell
5,770
-177
-3% -$12.3K 0.1% 150
2023
Q2 		$441K Buy
5,947
+55
+0.9% +$4.16K 0.13% 121
2023
Q1 		$454K Buy
5,892
+35
+0.6% +$2.69K 0.15% 120
2022
Q4 		$490K Sell
5,857
-234
-4% -$18.9K 0.18% 119
2022
Q3 		$478K Buy
6,091
+43
+0.7% +$3.65K 0.27% 76
2022
Q2 		$468K Buy
6,048
+16
+0.3% +$1.22K 0.26% 78
2022
Q1 		$511K Buy
6,032
+905
+18% +$72.5K 0.23% 92
2021
Q4 		$479K Buy
5,127
+22
+0.4% +$1.9K 0.19% 89
2021
Q3 		$401K Buy
5,105
+154
+3% +$12.4K 0.2% 92
2021
Q2 		$363K Buy
4,951
+5
+0.1% +$375 0.18% 111
2021
Q1 		$374K Sell
4,946
-89
-2% -$6.95K 0.21% 102
2020
Q4 		$388K Buy
5,035
+87
+2% +$6.51K 0.23% 91
2020
Q3 		$343K Buy
4,948
+356
+8% +$24.6K 0.24% 93
2020
Q2 		$276K Buy
4,592
+56
+1% +$3.35K 0.19% 117
2020
Q1 		$273K Sell
4,536
-140
-3% -$8.8K 0.29% 79
2019
Q4 		$283K Buy
+4,676
New +$273K 0.2% 118

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Secure Asset Management's NEE Position: Q1 2024 in Review

Secure Asset Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 5,611 shares — an estimated $341K sold.

Secure Asset Management first reported a position in NEE in Q4 2019 and held it in 17 quarters. The position peaked at $511K in Q1 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Secure Asset Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Secure Asset Management sold 5,611 NextEra Energy shares in Q1 2024, an estimated $341K.
  • Secure Asset Management first reported a position in NextEra Energy in Q4 2019 and held it in 17 quarters.
  • Secure Asset Management's NextEra Energy position peaked at $511K in Q1 2022.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.