TMD Wealth Management’s NextEra Energy NEE Stock Holding History

TMD 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	$312K	Sell	4,404 -1,170	-21%	-$83K	0.07%	40
2024 Q1	$356K	Buy	5,574 +17	+0.3%	+$996	0.08%	42
2023 Q4	$338K	Hold	5,557	–	–	0.09%	42
2023 Q3	$318K	Hold	5,557	–	–	0.09%	45
2023 Q2	$412K	Buy	+5,557	New	+$421K	0.11%	36

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

TMD Wealth Management's NEE Position: Q2 2024 in Review

TMD Wealth Management reduced its NextEra Energy (NEE) stake by 21% in Q2 2024, selling an estimated $83K and leaving 4,404 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #40.

TMD Wealth Management first reported a position in NEE in Q2 2023 and has held it in 5 quarters since. The position peaked at $412K in Q2 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

TMD Wealth Management held 4,404 shares of NextEra Energy worth $312K as of Q2 2024.
TMD Wealth Management sold 1,170 NextEra Energy shares in Q2 2024, an estimated $83K.
NextEra Energy made up 0.07% of TMD Wealth Management's portfolio in Q2 2024, its #40 holding.
TMD Wealth Management first reported a position in NextEra Energy in Q2 2023 and has held it in 5 quarters since.
TMD Wealth Management's NextEra Energy position peaked at $412K in Q2 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.