Wetzel Investment Advisors’s NextEra Energy NEE Stock Holding History

Wetzel Investment 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 Q3	–	Sell	-369	Closed	-$23.6K	–	624
2024 Q2	$23.6K	Sell	369 -261	-41%	-$18.5K	0.01%	323
2024 Q1	$40.3K	Sell	630 -16	-2%	-$937	0.02%	281
2023 Q4	$39K	Buy	+646	New	+$36.8K	0.02%	274

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

Wetzel Investment Advisors's NEE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 369 shares — an estimated $23.6K sold.

Wetzel Investment Advisors first reported a position in NEE in Q4 2023 and held it in 3 quarters. The position peaked at $40.3K in Q1 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Wetzel Investment Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 369 NextEra Energy shares in Q3 2024, an estimated $23.6K.
Wetzel Investment Advisors first reported a position in NextEra Energy in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's NextEra Energy position peaked at $40.3K in Q1 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.