Voisard Asset Management Group’s NextEra Energy NEE Stock Holding History

Voisard Asset Management 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 Q4	–	Sell	-231	Closed	-$19.6K	–	448
2024 Q3	$19.6K	Buy	231 +25	+12%	+$1.95K	0.01%	259
2024 Q2	$14.6K	Buy	206 +1	+0.5%	+$71	0.01%	238
2024 Q1	$13.1K	Buy	205 +2	+1%	+$117	0.01%	221
2023 Q4	$12.3K	Buy	+203	New	+$11.6K	0.01%	229

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

Voisard Asset Management Group's NEE Position: Q4 2024 in Review

Voisard Asset Management Group sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 231 shares — an estimated $19.6K sold.

Voisard Asset Management Group first reported a position in NEE in Q4 2023 and held it in 4 quarters. The position peaked at $19.6K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Voisard Asset Management Group reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 231 NextEra Energy shares in Q4 2024, an estimated $19.6K.
Voisard Asset Management Group first reported a position in NextEra Energy in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's NextEra Energy position peaked at $19.6K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.