The Family Firm’s NextEra Energy NEE Stock Holding History

The Family Firm’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	-566	Closed	-$40.1K	–	615
2024 Q2	$40.1K	Buy	+566	New	+$40.2K	0.01%	448

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

The Family Firm's NEE Position: Q3 2024 in Review

The Family Firm sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 566 shares — an estimated $40.1K sold.

The Family Firm first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $40.1K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

The Family Firm reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 566 NextEra Energy shares in Q3 2024, an estimated $40.1K.
The Family Firm first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's NextEra Energy position peaked at $40.1K in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.