Unique Wealth Strategies’s NextEra Energy NEE Stock Holding History

Unique Wealth Strategies’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	-101	Closed	-$6.46K	–	508
2024 Q2	$6.46K	Buy	+101	New	+$7.17K	﹤0.01%	366

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

Unique Wealth Strategies's NEE Position: Q3 2024 in Review

Unique Wealth Strategies sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 101 shares — an estimated $6.46K sold.

Unique Wealth Strategies first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $6.46K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Unique Wealth Strategies reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 101 NextEra Energy shares in Q3 2024, an estimated $6.46K.
Unique Wealth Strategies first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's NextEra Energy position peaked at $6.46K in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.