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Steward Partners Investment Solutions’s NextEra Energy NEE Stock Holding History

Steward Partners Investment Solutions’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 		$647K Buy
10,117
+2,972
+42% +$174K 0.11% 131
2023
Q4 		$434K Buy
+7,145
New +$407K 0.18% 98

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

Steward Partners Investment Solutions's NEE Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its NextEra Energy (NEE) stake by 42% in Q1 2024, buying an estimated $174K and bringing the position to 10,117 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #131.

Steward Partners Investment Solutions first reported a position in NEE in Q4 2023 and has held it in 2 quarters since. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Steward Partners Investment Solutions held 10,117 shares of NextEra Energy worth $647K as of Q1 2024.
  • Steward Partners Investment Solutions bought 2,972 NextEra Energy shares in Q1 2024, an estimated $174K.
  • NextEra Energy made up 0.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #131 holding.
  • Steward Partners Investment Solutions first reported a position in NextEra Energy in Q4 2023 and has held it in 2 quarters since.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.