TRUE Private Wealth Advisors’s NextEra Energy NEE Stock Holding History

TRUE Private Wealth Advisors’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	-3,126	Closed	-$221K	–	259
2024 Q2	$221K	Buy	+3,126	New	+$222K	0.03%	255
2024 Q1	–	Sell	-4,071	Closed	-$247K	–	300
2023 Q4	$247K	Buy	+4,071	New	+$232K	0.03%	243
2023 Q1	–	Sell	-2,770	Closed	-$232K	–	247
2022 Q4	$232K	Buy	2,770 +9	+0.3%	+$727	0.04%	197
2022 Q3	$216K	Hold	2,761	–	–	0.03%	195
2022 Q2	$213K	Buy	+2,761	New	+$210K	0.03%	211
2022 Q1	–	Sell	-2,428	Closed	-$226K	–	263
2021 Q4	$226K	Buy	+2,428	New	+$210K	0.03%	242
2021 Q1	–	Sell	-1,384	Closed	-$106K	–	528
2020 Q4	$106K	Buy	1,384 +472	+52%	+$35.3K	0.02%	266
2020 Q3	$63K	Buy	912 +732	+407%	+$50.5K	0.01%	307
2020 Q2	$10K	Hold	180	–	–	﹤0.01%	491
2020 Q1	$10K	Sell	180 -232	-56%	-$14.6K	﹤0.01%	453
2019 Q4	$24K	Buy	+412	New	+$24.1K	﹤0.01%	465
2019 Q3	–	Sell	-496	Closed	-$25K	–	538
2019 Q2	$25K	Buy	+496	New	+$24.4K	﹤0.01%	428
2018 Q4	–	Sell	-2,252	Closed	-$94.4K	–	677
2018 Q3	$94.4K	Buy	+2,252	New	+$95.9K	0.01%	372

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

TRUE Private Wealth Advisors's NEE Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,126 shares — an estimated $221K sold.

TRUE Private Wealth Advisors first reported a position in NEE in Q3 2018 and held it in 13 quarters. The position peaked at $247K in Q4 2023. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,126 NextEra Energy shares in Q3 2024, an estimated $221K.
TRUE Private Wealth Advisors first reported a position in NextEra Energy in Q3 2018 and held it in 13 quarters.
TRUE Private Wealth Advisors's NextEra Energy position peaked at $247K in Q4 2023.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.