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Sugarloaf Wealth Management’s NextEra Energy NEE Stock Holding History

Sugarloaf Wealth Management’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 		$271K Buy
3,783
+339
+10% +$26.3K 0.05% 132
2024
Q3 		$291K Buy
3,444
+474
+16% +$37K 0.06% 122
2024
Q2 		$210K Buy
2,970
+16
+0.5% +$1.14K 0.04% 139
2024
Q1 		$189K Buy
2,954
+42
+1% +$2.46K 0.04% 155
2023
Q4 		$177K Buy
2,912
+206
+8% +$11.7K 0.04% 158
2023
Q3 		$155K Buy
2,706
+408
+18% +$28.2K 0.04% 163
2023
Q2 		$171K Buy
2,298
+205
+10% +$15.5K 0.04% 153
2023
Q1 		$161K Buy
2,093
+288
+16% +$22.1K 0.04% 152
2022
Q4 		$151K Sell
1,805
-167
-8% -$13.5K 0.04% 152
2022
Q3 		$155K Sell
1,972
-81
-4% -$6.87K 0.04% 149
2022
Q2 		$159K Buy
2,053
+136
+7% +$10.4K 0.04% 148
2022
Q1 		$162K Buy
1,917
+28
+1% +$2.24K 0.04% 141
2021
Q4 		$176K Buy
1,889
+383
+25% +$33.1K 0.04% 136
2021
Q3 		$118K Buy
1,506
+142
+10% +$11.5K 0.03% 174
2021
Q2 		$100K Buy
1,364
+109
+9% +$8.18K 0.03% 188
2021
Q1 		$95 Buy
1,255
+1
+0.1% +$78 0.03% 194
2020
Q4 		$97K Buy
1,254
+2
+0.2% +$150 0.03% 178
2020
Q3 		$87K Hold
1,252
– – 0.03% 170
2020
Q2 		$75K Hold
1,252
– – 0.03% 187
2020
Q1 		$75K Hold
1,252
– – 0.03% 173
2019
Q4 		$76K Buy
+1,252
New +$73.1K 0.03% 207

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

Sugarloaf Wealth Management's NEE Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its NextEra Energy (NEE) stake by 9.8% in Q4 2024, buying an estimated $26.3K and bringing the position to 3,783 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #132.

Sugarloaf Wealth Management first reported a position in NEE in Q4 2019 and has held it in 21 quarters since. The position peaked at $291K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Sugarloaf Wealth Management held 3,783 shares of NextEra Energy worth $271K as of Q4 2024.
  • Sugarloaf Wealth Management bought 339 NextEra Energy shares in Q4 2024, an estimated $26.3K.
  • NextEra Energy made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #132 holding.
  • Sugarloaf Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's NextEra Energy position peaked at $291K in Q3 2024.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.