SWA
NEE icon

Strata Wealth Advisors’s NextEra Energy NEE Stock Holding History

Strata Wealth Advisors’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
Q4 		– Sell
-2,402
Closed -$203K – 81
2024
Q3 		$203K Buy
+2,402
New +$187K 0.07% 71
2023
Q1 		$317K Sell
4,108
-114
-3% -$8.77K 0.16% 43
2022
Q4 		$353K Buy
+4,222
New +$341K 0.2% 38

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

Strata Wealth Advisors's NEE Position: Q4 2024 in Review

Strata Wealth Advisors sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,402 shares — an estimated $203K sold.

Strata Wealth Advisors first reported a position in NEE in Q4 2022 and held it in 3 quarters. The position peaked at $353K in Q4 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Strata Wealth Advisors reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • Strata Wealth Advisors sold 2,402 NextEra Energy shares in Q4 2024, an estimated $203K.
  • Strata Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 3 quarters.
  • Strata Wealth Advisors's NextEra Energy position peaked at $353K in Q4 2022.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Strata Wealth Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.