SMART Wealth’s NextEra Energy NEE Stock Holding History

SMART Wealth’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	-3,003	Closed	-$213K	–	154
2024 Q2	$213K	Buy	+3,003	New	+$213K	0.09%	115

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

SMART Wealth's NEE Position: Q3 2024 in Review

SMART Wealth sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,003 shares — an estimated $213K sold.

SMART Wealth first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $213K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

SMART Wealth reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
SMART Wealth sold 3,003 NextEra Energy shares in Q3 2024, an estimated $213K.
SMART Wealth first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
SMART Wealth's NextEra Energy position peaked at $213K in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.