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Tolleson Wealth Management’s NextEra Energy NEE Stock Holding History

Tolleson 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
2023
Q4 		– Sell
-4,410
Closed -$253K – 87
2023
Q3 		$253K Sell
4,410
-3,974
-47% -$275K 0.06% 70
2023
Q2 		$622K Buy
+8,384
New +$635K 0.15% 52

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tolleson Wealth Management's NEE Position: Q4 2023 in Review

Tolleson Wealth Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 4,410 shares — an estimated $253K sold.

Tolleson Wealth Management first reported a position in NEE in Q2 2023 and held it in 2 quarters. The position peaked at $622K in Q2 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Tolleson Wealth Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • Tolleson Wealth Management sold 4,410 NextEra Energy shares in Q4 2023, an estimated $253K.
  • Tolleson Wealth Management first reported a position in NextEra Energy in Q2 2023 and held it in 2 quarters.
  • Tolleson Wealth Management's NextEra Energy position peaked at $622K in Q2 2023.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Tolleson Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.