SYSTM Wealth Solutions’s NextEra Energy NEE Stock Holding History

SYSTM Wealth 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 Q3	–	Sell	-4,199	Closed	-$297K	–	440
2024 Q2	$297K	Sell	4,199 -1,060	-20%	-$75.2K	0.07%	173
2024 Q1	$336K	Sell	5,259 -588	-10%	-$34.4K	0.04%	333
2023 Q4	$355K	Sell	5,847 -1,054	-15%	-$60.1K	0.05%	310
2023 Q3	$395K	Sell	6,901 -4,241	-38%	-$294K	0.06%	317
2023 Q2	$827K	Buy	11,142 +616	+6%	+$46.6K	0.11%	236
2023 Q1	$811K	Sell	10,526 -1,299	-11%	-$99.9K	0.12%	202
2022 Q4	$989K	Buy	+11,825	New	+$955K	0.12%	213

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

SYSTM Wealth Solutions's NEE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 4,199 shares — an estimated $297K sold.

SYSTM Wealth Solutions first reported a position in NEE in Q4 2022 and held it in 7 quarters. The position peaked at $989K in Q4 2022. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

SYSTM Wealth Solutions reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 4,199 NextEra Energy shares in Q3 2024, an estimated $297K.
SYSTM Wealth Solutions first reported a position in NextEra Energy in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's NextEra Energy position peaked at $989K in Q4 2022.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.