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Wintrust Investments’s NextEra Energy NEE Stock Holding History

Wintrust Investments’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 		$309K Buy
4,312
+1,202
+39% +$93.4K 0.27% 60
2024
Q3 		$262K Sell
3,110
-26,889
-90% -$2.1M 0.19% 98
2024
Q2 		$2.12M Buy
29,999
+97
+0.3% +$6.88K 0.17% 116
2024
Q1 		$1.91M Sell
29,902
-9,052
-23% -$530K 0.17% 127
2023
Q4 		$2.37M Sell
38,954
-7,306
-16% -$416K 0.23% 90
2023
Q3 		$2.65M Sell
46,260
-667
-1% -$46.2K 0.28% 76
2023
Q2 		$3.48M Buy
+46,927
New +$3.55M 0.35% 58
2021
Q4 		– Sell
-69,471
Closed -$5.46M – 427
2021
Q3 		$5.46M Buy
69,471
+1,134
+2% +$91.5K 0.74% 27
2021
Q2 		$5.01M Buy
68,337
+3,802
+6% +$285K 0.51% 38
2021
Q1 		$4.88M Sell
64,535
-1,085
-2% -$84.7K 0.5% 40
2020
Q4 		$5.06M Sell
65,620
-612
-0.9% -$45.8K 1.44% 17
2020
Q3 		$4.6M Buy
66,232
+728
+1% +$50.3K 0.63% 32
2020
Q2 		$3.93M Sell
65,504
-1,532
-2% -$91.7K 0.55% 37
2020
Q1 		$4.03M Buy
67,036
+2,256
+3% +$142K 0.66% 31
2019
Q4 		$3.92M Buy
64,780
+200
+0.3% +$11.7K 0.55% 36
2019
Q3 		$3.76M Buy
64,580
+340
+0.5% +$18.4K 0.56% 35
2019
Q2 		$3.29M Buy
64,240
+4,420
+7% +$217K 0.5% 36
2019
Q1 		$2.89M Buy
59,820
+1,588
+3% +$72.6K 0.47% 47
2018
Q4 		$2.53M Sell
58,232
-52
-0.1% -$2.27K 0.47% 40
2018
Q3 		$2.44M Buy
58,284
+920
+2% +$39.2K 0.4% 45
2018
Q2 		$2.4M Buy
57,364
+45,980
+404% +$1.86M 0.42% 44
2018
Q1 		$465K Sell
11,384
-7,220
-39% -$278K 0.12% 149
2017
Q4 		$726K Sell
18,604
-860
-4% -$33.2K 0.17% 128
2017
Q3 		$713K Sell
19,464
-396
-2% -$14.5K 0.18% 122
2017
Q2 		$696K Buy
19,860
+412
+2% +$14.1K 0.19% 121
2017
Q1 		$624K Buy
19,448
+9,480
+95% +$298K 0.18% 133
2016
Q4 		$298K Hold
9,968
– – 0.12% 158
2016
Q3 		$305K Sell
9,968
-24
-0.2% -$756 0.14% 135
2016
Q2 		$26K Buy
+9,992
New +$300K 0.05% 136

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

Wintrust Investments's NEE Position: Q4 2024 in Review

Wintrust Investments increased its NextEra Energy (NEE) stake by 39% in Q4 2024, buying an estimated $93.4K and bringing the position to 4,312 shares worth $309K. The position accounts for 0.27% of the portfolio, ranked #60.

Wintrust Investments first reported a position in NEE in Q2 2016 and has held it in 29 quarters since. The position peaked at $5.46M in Q3 2021. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Wintrust Investments held 4,312 shares of NextEra Energy worth $309K as of Q4 2024.
  • Wintrust Investments bought 1,202 NextEra Energy shares in Q4 2024, an estimated $93.4K.
  • NextEra Energy made up 0.27% of Wintrust Investments's portfolio in Q4 2024, its #60 holding.
  • Wintrust Investments first reported a position in NextEra Energy in Q2 2016 and has held it in 29 quarters since.
  • Wintrust Investments's NextEra Energy position peaked at $5.46M in Q3 2021.
  • 2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.