WR Wealth Planners’s NextEra Energy NEE Stock Holding History

WR Wealth Planners’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	$743K	Sell	10,358 -3,449	-25%	-$268K	0.24%	64
2024 Q3	$1.17M	Buy	13,807 +524	+4%	+$40.9K	0.32%	51
2024 Q2	$941K	Buy	13,283 +671	+5%	+$47.6K	0.29%	51
2024 Q1	$806K	Buy	12,612 +1,631	+15%	+$95.5K	0.25%	58
2023 Q4	$667K	Buy	10,981 +3,244	+42%	+$185K	0.25%	70
2023 Q3	$443K	Buy	7,737 +6,063	+362%	+$420K	0.17%	100
2023 Q2	$124K	Sell	1,674 -1,288	-43%	-$97.5K	0.05%	216
2023 Q1	$228K	Sell	2,962 -2,826	-49%	-$217K	0.1%	144
2022 Q4	$484K	Buy	5,788 +84	+1%	+$6.79K	0.3%	54
2022 Q3	$447K	Sell	5,704 -338	-6%	-$28.7K	0.31%	53
2022 Q2	$468K	Sell	6,042 -43	-0.7%	-$3.27K	0.31%	54
2022 Q1	$515K	Buy	+6,085	New	+$488K	0.31%	55

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

WR Wealth Planners's NEE Position: Q4 2024 in Review

WR Wealth Planners reduced its NextEra Energy (NEE) stake by 25% in Q4 2024, selling an estimated $268K and leaving 10,358 shares worth $743K. The position accounts for 0.24% of the portfolio, ranked #64.

WR Wealth Planners first reported a position in NEE in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.17M in Q3 2024. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

WR Wealth Planners held 10,358 shares of NextEra Energy worth $743K as of Q4 2024.
WR Wealth Planners sold 3,449 NextEra Energy shares in Q4 2024, an estimated $268K.
NextEra Energy made up 0.24% of WR Wealth Planners's portfolio in Q4 2024, its #64 holding.
WR Wealth Planners first reported a position in NextEra Energy in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's NextEra Energy position peaked at $1.17M in Q3 2024.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.