SIMA Wealth Partners’s NextEra Energy NEE Stock Holding History

SIMA Wealth Partners’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 Q3	–	Sell	-24	Closed	-$1.7K	–	161
2024 Q2	$1.7K	Buy	+24	New	+$1.7K	﹤0.01%	154

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

SIMA Wealth Partners's NEE Position: Q3 2024 in Review

SIMA Wealth Partners sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 24 shares — an estimated $1.7K sold.

SIMA Wealth Partners first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $1.7K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

SIMA Wealth Partners reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
SIMA Wealth Partners sold 24 NextEra Energy shares in Q3 2024, an estimated $1.7K.
SIMA Wealth Partners first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
SIMA Wealth Partners's NextEra Energy position peaked at $1.7K in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.