Trust Investment Advisors’s NextEra Energy NEE Stock Holding History

Trust Investment 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 Q4	–	Sell	-4,351	Closed	-$368K	–	129
2024 Q3	$368K	Buy	+4,351	New	+$340K	0.23%	77
2022 Q1	–	Sell	-2,698	Closed	-$252K	–	94
2021 Q4	$252K	Buy	+2,698	New	+$233K	0.2%	83
2015 Q2	–	Sell	-23,500	Closed	-$611K	–	102
2015 Q1	$611K	Buy	23,500 +800	+4%	+$21.1K	0.61%	65
2014 Q4	$603K	Sell	22,700 -5,400	-19%	-$136K	0.62%	62
2014 Q3	$660K	Sell	28,100 -3,200	-10%	-$77.3K	0.64%	62
2014 Q2	$802K	Sell	31,300 -2,800	-8%	-$68.1K	0.77%	55
2014 Q1	$815K	Sell	34,100 -1,100	-3%	-$24.9K	0.82%	54
2013 Q4	$753K	Buy	+35,200	New	+$742K	0.78%	56

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

Trust Investment Advisors's NEE Position: Q4 2024 in Review

Trust Investment Advisors sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 4,351 shares — an estimated $368K sold.

Trust Investment Advisors first reported a position in NEE in Q4 2013 and held it in 8 quarters. The position peaked at $815K in Q1 2014. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Trust Investment Advisors reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Trust Investment Advisors sold 4,351 NextEra Energy shares in Q4 2024, an estimated $368K.
Trust Investment Advisors first reported a position in NextEra Energy in Q4 2013 and held it in 8 quarters.
Trust Investment Advisors's NextEra Energy position peaked at $815K in Q1 2014.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Trust Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.