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Vantage Consulting Group’s NextEra Energy NEE Stock Holding History

Vantage Consulting Group’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
-3,193
Closed -$226K – 118
2024
Q2 		$226K Sell
3,193
-915
-22% -$64.9K 0.17% 155
2024
Q1 		$263K Buy
4,108
+187
+5% +$11K 0.17% 92
2023
Q4 		$238K Buy
3,921
+234
+6% +$13.3K 0.16% 147
2023
Q3 		$211K Buy
3,687
+382
+12% +$26.4K 0.14% 171
2023
Q2 		$245K Sell
3,305
-183
-5% -$13.9K 0.14% 136
2023
Q1 		$269K Buy
3,488
+445
+15% +$34.2K 0.15% 108
2022
Q4 		$254K Buy
3,043
+8
+0.3% +$646 0.15% 115
2022
Q3 		$238K Sell
3,035
-332
-10% -$28.2K 0.14% 138
2022
Q2 		$261K Buy
3,367
+290
+9% +$22.1K 0.15% 106
2022
Q1 		$261K Buy
3,077
+20
+0.7% +$1.6K 0.1% 119
2021
Q4 		$285K Buy
3,057
+15
+0.5% +$1.3K 0.08% 117
2021
Q3 		$239K Sell
3,042
-433
-12% -$34.9K 0.05% 149
2021
Q2 		$255K Buy
+3,475
New +$261K 0.04% 110
2021
Q1 		– Sell
-1,630
Closed -$126K – 1036
2020
Q4 		$126K Buy
+1,630
New +$122K 0.01% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vantage Consulting Group's NEE Position: Q3 2024 in Review

Vantage Consulting Group sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,193 shares — an estimated $226K sold.

Vantage Consulting Group first reported a position in NEE in Q4 2020 and held it in 14 quarters. The position peaked at $285K in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Vantage Consulting Group reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 3,193 NextEra Energy shares in Q3 2024, an estimated $226K.
  • Vantage Consulting Group first reported a position in NextEra Energy in Q4 2020 and held it in 14 quarters.
  • Vantage Consulting Group's NextEra Energy position peaked at $285K in Q4 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.