Taylor Hoffman Wealth Management’s NextEra Energy NEE Stock Holding History

Taylor Hoffman 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 Q2	$389K	Sell	5,571 -87	-2%	-$6.17K	0.16%	85
2024 Q1	$362K	Sell	5,658 -168	-3%	-$9.84K	0.15%	86
2023 Q4	$354K	Sell	5,826 -8,000	-58%	-$456K	0.16%	83
2023 Q3	$792K	Hold	13,826	–	–	0.41%	54
2023 Q2	$1.03M	Hold	13,826	–	–	0.51%	49
2023 Q1	$1.07M	Hold	13,826	–	–	0.58%	46
2022 Q4	$1.16M	Sell	13,826 -2,312	-14%	-$187K	0.71%	45
2022 Q3	$1.26M	Hold	16,138	–	–	0.66%	52
2022 Q2	$1.3M	Hold	16,138	–	–	0.64%	53
2022 Q1	$1.37M	Hold	16,138	–	–	0.55%	57
2021 Q4	$1.51M	Hold	16,138	–	–	0.57%	55
2021 Q3	$1.28M	Hold	16,138	–	–	0.55%	59
2021 Q2	$1.18M	Sell	16,138 -106	-0.7%	-$7.96K	0.51%	66
2021 Q1	$1.23M	Sell	16,244 -828	-5%	-$64.6K	0.56%	62
2020 Q4	$1.32M	Buy	17,072 +400	+2%	+$29.9K	0.67%	54
2020 Q3	$1.16M	Sell	16,672 -692	-4%	-$47.8K	0.68%	54
2020 Q2	$1.04M	Buy	17,364 +8,000	+85%	+$479K	0.65%	61
2020 Q1	$563K	Sell	9,364 -8,060	-46%	-$507K	0.54%	68
2019 Q4	$1.05M	Hold	17,424	–	–	0.68%	48
2019 Q3	$1.01M	Buy	17,424 +8,400	+93%	+$455K	0.72%	46
2019 Q2	$462K	Sell	9,024 -8,000	-47%	-$394K	0.37%	71
2019 Q1	$823K	Buy	17,024 +1,416	+9%	+$64.7K	0.61%	52
2018 Q4	$678K	Buy	15,608 +3,076	+25%	+$135K	0.61%	48
2018 Q3	$525K	Hold	12,532	–	–	0.41%	65
2018 Q2	$523K	Sell	12,532 -300	-2%	-$12.1K	0.45%	61
2018 Q1	$524K	Hold	12,832	–	–	0.48%	59
2017 Q4	$501K	Buy	+12,832	New	+$495K	0.48%	60

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

Taylor Hoffman Wealth Management's NEE Position: Q2 2024 in Review

Taylor Hoffman Wealth Management reduced its NextEra Energy (NEE) stake by 1.5% in Q2 2024, selling an estimated $6.17K and leaving 5,571 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #85.

Taylor Hoffman Wealth Management first reported a position in NEE in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.51M in Q4 2021. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Taylor Hoffman Wealth Management held 5,571 shares of NextEra Energy worth $389K as of Q2 2024.
Taylor Hoffman Wealth Management sold 87 NextEra Energy shares in Q2 2024, an estimated $6.17K.
NextEra Energy made up 0.16% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #85 holding.
Taylor Hoffman Wealth Management first reported a position in NextEra Energy in Q4 2017 and has held it in 27 quarters since.
Taylor Hoffman Wealth Management's NextEra Energy position peaked at $1.51M in Q4 2021.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.