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Zimmermann Investment Management & Planning’s NextEra Energy NEE Stock Holding History

Zimmermann Investment Management & Planning’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
-5,323
Closed -$377K – 153
2024
Q2 		$377K Buy
+5,323
New +$378K 0.13% 98

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Zimmermann Investment Management & Planning's NEE Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 5,323 shares — an estimated $377K sold.

Zimmermann Investment Management & Planning first reported a position in NEE in Q2 2024 and held it in 1 quarter. The position peaked at $377K in Q2 2024. 2,664 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,323 NextEra Energy shares in Q3 2024, an estimated $377K.
  • Zimmermann Investment Management & Planning first reported a position in NextEra Energy in Q2 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's NextEra Energy position peaked at $377K in Q2 2024.
  • 2,664 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.