WoodTrust Financial’s NextEra Energy NEE Stock Holding History

WoodTrust Financial’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	-5,304	Closed	-$322K	–	178
2023 Q4	$322K	Buy	5,304 +504	+11%	+$28.7K	0.06%	127
2023 Q3	$275K	Buy	+4,800	New	+$332K	0.05%	131
2023 Q2	–	Sell	-4,421	Closed	-$341K	–	156
2023 Q1	$341K	Hold	4,421	–	–	0.07%	116
2022 Q4	$370K	Hold	4,421	–	–	0.08%	114
2022 Q3	$347K	Sell	4,421 -36	-0.8%	-$3.05K	0.08%	113
2022 Q2	$345K	Sell	4,457 -1,268	-22%	-$96.5K	0.08%	116
2022 Q1	$485K	Buy	5,725 +2,268	+66%	+$182K	0.1%	101
2021 Q4	$322K	Buy	+3,457	New	+$299K	0.07%	112

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

WoodTrust Financial's NEE Position: Q1 2024 in Review

WoodTrust Financial sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 5,304 shares — an estimated $322K sold.

WoodTrust Financial first reported a position in NEE in Q4 2021 and held it in 8 quarters. The position peaked at $485K in Q1 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

WoodTrust Financial reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
WoodTrust Financial sold 5,304 NextEra Energy shares in Q1 2024, an estimated $322K.
WoodTrust Financial first reported a position in NextEra Energy in Q4 2021 and held it in 8 quarters.
WoodTrust Financial's NextEra Energy position peaked at $485K in Q1 2022.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on WoodTrust Financial's 13F filing for Q1 2024, filed 17 Apr 2024.