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Spotlight Asset Group’s NextEra Energy NEE Stock Holding History

Spotlight Asset Group’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 		$59.5K Hold
840
– – 0.04% 130
2024
Q1 		$53.7K Hold
840
– – 0.04% 139
2023
Q4 		$48.1K Hold
840
– – 0.04% 139
2023
Q3 		$48.1K Hold
840
– – 0.04% 139
2023
Q2 		$62.3K Buy
+840
New +$63.6K 0.06% 120
2020
Q4 		– Sell
-2,980
Closed -$207K – 152
2020
Q3 		$207K Buy
+2,980
New +$206K 0.08% 128

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

Spotlight Asset Group's NEE Position: Q2 2024 in Review

Spotlight Asset Group held its NextEra Energy (NEE) position steady in Q2 2024 at 840 shares worth $59.5K. The position accounts for 0.04% of the portfolio, ranked #130.

Spotlight Asset Group first reported a position in NEE in Q3 2020 and has held it in 6 quarters since. The position peaked at $207K in Q3 2020. 2,541 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Spotlight Asset Group held 840 shares of NextEra Energy worth $59.5K as of Q2 2024.
  • Spotlight Asset Group left its NextEra Energy share count unchanged in Q2 2024.
  • NextEra Energy made up 0.04% of Spotlight Asset Group's portfolio in Q2 2024, its #130 holding.
  • Spotlight Asset Group first reported a position in NextEra Energy in Q3 2020 and has held it in 6 quarters since.
  • Spotlight Asset Group's NextEra Energy position peaked at $207K in Q3 2020.
  • 2,541 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.