WealthPlan Investment Management’s NextEra Energy NEE Stock Holding History

WealthPlan Investment Management’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 Q2	–	Sell	-120,870	Closed	-$7.72M	–	191
2024 Q1	$7.72M	Buy	120,870 +10,656	+10%	+$624K	1.18%	33
2023 Q4	$6.69M	Buy	+110,214	New	+$6.28M	1.07%	38
2023 Q3	–	Sell	-77	Closed	-$5.71K	–	273
2023 Q2	$5.71K	Hold	77	–	–	﹤0.01%	295
2023 Q1	$5.93K	Sell	77 -7,852	-99%	-$604K	﹤0.01%	355
2022 Q4	$600K	Buy	7,929 +2,632	+50%	+$213K	0.04%	233
2022 Q3	$452K	Buy	+5,297	New	+$449K	0.03%	254
2022 Q1	$506K	Buy	+7,130	New	+$571K	0.04%	246

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

WealthPlan Investment Management's NEE Position: Q2 2024 in Review

WealthPlan Investment Management sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 120,870 shares — an estimated $7.72M sold.

WealthPlan Investment Management first reported a position in NEE in Q1 2022 and held it in 7 quarters. The position peaked at $7.72M in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

WealthPlan Investment Management reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
WealthPlan Investment Management sold 120,870 NextEra Energy shares in Q2 2024, an estimated $7.72M.
WealthPlan Investment Management first reported a position in NextEra Energy in Q1 2022 and held it in 7 quarters.
WealthPlan Investment Management's NextEra Energy position peaked at $7.72M in Q1 2024.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on WealthPlan Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.