VitalStone Financial’s NextEra Energy NEE Stock Holding History

VitalStone Financial’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	$592	Hold	7	–	–	﹤0.01%	442
2024 Q2	$496	Hold	7	–	–	﹤0.01%	441
2024 Q1	$0	Hold	7	–	–	﹤0.01%	554
2023 Q4	$0	Hold	7	–	–	﹤0.01%	548
2023 Q3	$0	Sell	7 -27	-79%	-$1.87K	﹤0.01%	557
2023 Q2	$3K	Buy	+34	New	+$2.57K	﹤0.01%	763
2023 Q1	–	Sell	-7	Closed	-$1K	–	454
2022 Q4	$1K	Buy	+7	New	+$565	﹤0.01%	493

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

VitalStone Financial's NEE Position: Q3 2024 in Review

VitalStone Financial held its NextEra Energy (NEE) position steady in Q3 2024 at 7 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #442.

VitalStone Financial first reported a position in NEE in Q4 2022 and has held it in 7 quarters since. The position peaked at $3K in Q2 2023. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

VitalStone Financial held 7 shares of NextEra Energy worth $592 as of Q3 2024.
VitalStone Financial left its NextEra Energy share count unchanged in Q3 2024.
NextEra Energy made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #442 holding.
VitalStone Financial first reported a position in NextEra Energy in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's NextEra Energy position peaked at $3K in Q2 2023.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.