Tennessee Valley Asset Management Partners’s NextEra Energy NEE Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-1,261	Closed	-$76.6K	–	508
2023 Q4	$76.6K	Buy	+1,261	New	+$71.9K	0.01%	194

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tennessee Valley Asset Management Partners's NEE Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 1,261 shares — an estimated $76.6K sold.

Tennessee Valley Asset Management Partners first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $76.6K in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 1,261 NextEra Energy shares in Q1 2024, an estimated $76.6K.
Tennessee Valley Asset Management Partners first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's NextEra Energy position peaked at $76.6K in Q4 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.