TFO Wealth Partners’s NextEra Energy NEE Stock Holding History

TFO Wealth 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 Q2	–	Sell	-256	Closed	-$16.4K	–	516
2024 Q1	$16.4K	Sell	256 -4	-2%	-$234	﹤0.01%	81
2023 Q4	$15.8K	Sell	260 -183	-41%	-$10.4K	﹤0.01%	85
2023 Q3	$32.9K	Buy	443 +4	+0.9%	+$277	0.01%	113
2023 Q2	$32.6K	Buy	439 +183	+71%	+$13.9K	0.01%	103
2023 Q1	$19.7K	Buy	256 +248	+3,100%	+$19.1K	﹤0.01%	98
2022 Q4	$1.4K	Buy	+8	New	+$646	﹤0.01%	305
2022 Q3	–	Sell	-77	Closed	-$6K	–	364
2022 Q2	$6K	Buy	+77	New	+$5.86K	﹤0.01%	195
2022 Q1	–	Sell	-104	Closed	-$10K	–	148
2021 Q4	$10K	Buy	+104	New	+$8.99K	﹤0.01%	92
2020 Q4	–	Sell	-84	Closed	-$6K	–	138
2020 Q3	$6K	Buy	+84	New	+$5.8K	﹤0.01%	94

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

TFO Wealth Partners's NEE Position: Q2 2024 in Review

TFO Wealth Partners sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 256 shares — an estimated $16.4K sold.

TFO Wealth Partners first reported a position in NEE in Q3 2020 and held it in 9 quarters. The position peaked at $32.9K in Q3 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

TFO Wealth Partners reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 256 NextEra Energy shares in Q2 2024, an estimated $16.4K.
TFO Wealth Partners first reported a position in NextEra Energy in Q3 2020 and held it in 9 quarters.
TFO Wealth Partners's NextEra Energy position peaked at $32.9K in Q3 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.