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Wambolt & Associates’s NextEra Energy NEE Stock Holding History

Wambolt & Associates’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
-3,705
Closed -$316K – 195
2024
Q3 		$316K Sell
3,705
-1,190
-24% -$92.9K 0.09% 159
2024
Q2 		$342K Sell
4,895
-192
-4% -$13.6K 0.1% 156
2024
Q1 		$322K Sell
5,087
-7,138
-58% -$418K 0.1% 177
2023
Q4 		$743K Sell
12,225
-2,778
-19% -$158K 0.24% 125
2023
Q3 		$782K Buy
15,003
+285
+2% +$19.7K 0.28% 123
2023
Q2 		$1.09M Buy
14,718
+44
+0.3% +$3.33K 0.39% 95
2023
Q1 		$1.13M Sell
14,674
-178
-1% -$13.7K 0.4% 96
2022
Q4 		$1.24M Buy
14,852
+68
+0.5% +$5.49K 0.48% 79
2022
Q3 		$1.16M Sell
14,784
-246
-2% -$20.9K 0.49% 77
2022
Q2 		$1.16M Buy
15,030
+1,082
+8% +$82.4K 0.47% 80
2022
Q1 		$1.2M Buy
13,948
+1,869
+15% +$150K 0.44% 87
2021
Q4 		$1.13M Buy
12,079
+2,004
+20% +$173K 0.41% 90
2021
Q3 		$798K Buy
10,075
+518
+5% +$41.8K 0.32% 110
2021
Q2 		$709K Buy
9,557
+2,177
+29% +$163K 0.3% 112
2021
Q1 		$559K Buy
7,380
+465
+7% +$36.3K 0.29% 115
2020
Q4 		$534K Buy
6,915
+139
+2% +$10.4K 0.32% 110
2020
Q3 		$470K Sell
6,776
-144
-2% -$9.94K 0.35% 103
2020
Q2 		$415K Buy
6,920
+416
+6% +$24.9K 0.33% 116
2020
Q1 		$391K Buy
6,504
+528
+9% +$33.2K 0.4% 84
2019
Q4 		$362K Buy
5,976
+2,224
+59% +$130K 0.28% 117
2019
Q3 		$219K Buy
+3,752
New +$203K 0.18% 144

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

Wambolt & Associates's NEE Position: Q4 2024 in Review

Wambolt & Associates sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 3,705 shares — an estimated $316K sold.

Wambolt & Associates first reported a position in NEE in Q3 2019 and held it in 21 quarters. The position peaked at $1.24M in Q4 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Wambolt & Associates reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 3,705 NextEra Energy shares in Q4 2024, an estimated $316K.
  • Wambolt & Associates first reported a position in NextEra Energy in Q3 2019 and held it in 21 quarters.
  • Wambolt & Associates's NextEra Energy position peaked at $1.24M in Q4 2022.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.