Wealthstream Advisors’s NextEra Energy NEE Stock Holding History

Wealthstream 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 Q1	–	Sell	-4,056	Closed	-$246K	–	162
2023 Q4	$246K	Buy	+4,056	New	+$231K	0.1%	119

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthstream Advisors's NEE Position: Q1 2024 in Review

Wealthstream Advisors sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 4,056 shares — an estimated $246K sold.

Wealthstream Advisors first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $246K in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Wealthstream Advisors reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Wealthstream Advisors sold 4,056 NextEra Energy shares in Q1 2024, an estimated $246K.
Wealthstream Advisors first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
Wealthstream Advisors's NextEra Energy position peaked at $246K in Q4 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Wealthstream Advisors's 13F filing for Q1 2024, filed 8 May 2024.