Tandem Wealth Advisors’s NextEra Energy NEE Stock Holding History

Tandem 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	-4,578	Closed	-$387K	–	54
2024 Q3	$387K	Buy	4,578 +374	+9%	+$29.2K	0.2%	37
2024 Q2	$298K	Hold	4,204	–	–	0.16%	43
2024 Q1	$269K	Hold	4,204	–	–	0.15%	44
2023 Q4	$255K	Hold	4,204	–	–	0.15%	45
2023 Q3	$241K	Hold	4,204	–	–	0.15%	42
2023 Q2	$312K	Buy	4,204 +422	+11%	+$31.9K	0.19%	32
2023 Q1	$292K	Hold	3,782	–	–	0.18%	33
2022 Q4	$316K	Buy	+3,782	New	+$306K	0.2%	33

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

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

Tandem Wealth Advisors sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 4,578 shares — an estimated $387K sold.

Tandem Wealth Advisors first reported a position in NEE in Q4 2022 and held it in 8 quarters. The position peaked at $387K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Tandem Wealth Advisors reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Tandem Wealth Advisors sold 4,578 NextEra Energy shares in Q4 2024, an estimated $387K.
Tandem Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 8 quarters.
Tandem Wealth Advisors's NextEra Energy position peaked at $387K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

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