Vernal Point Advisors’s NextEra Energy NEE Stock Holding History

Vernal Point 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	-4,548	Closed	-$322K	–	24
2024 Q2	$322K	Hold	4,548	–	–	0.23%	25
2024 Q1	$291K	Buy	+4,548	New	+$266K	0.25%	28

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

Vernal Point Advisors's NEE Position: Q3 2024 in Review

Vernal Point Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 4,548 shares — an estimated $322K sold.

Vernal Point Advisors first reported a position in NEE in Q1 2024 and held it in 2 quarters. The position peaked at $322K in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Vernal Point Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Vernal Point Advisors sold 4,548 NextEra Energy shares in Q3 2024, an estimated $322K.
Vernal Point Advisors first reported a position in NextEra Energy in Q1 2024 and held it in 2 quarters.
Vernal Point Advisors's NextEra Energy position peaked at $322K in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Vernal Point Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.