WT Asset Management’s NextEra Energy NEE Stock Holding History

WT Asset Management’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	-25,000	Closed	-$1.77M	–	37
2024 Q2	$1.77M	Buy	+25,000	New	+$1.77M	0.17%	21

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

WT Asset Management's NEE Position: Q3 2024 in Review

WT Asset Management sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 25,000 shares — an estimated $1.77M sold.

WT Asset Management first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $1.77M in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

WT Asset Management reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
WT Asset Management sold 25,000 NextEra Energy shares in Q3 2024, an estimated $1.77M.
WT Asset Management first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
WT Asset Management's NextEra Energy position peaked at $1.77M in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on WT Asset Management's 13F filing for Q3 2024, filed 28 Oct 2024.