1834 Investment Advisors’s NextEra Energy NEE Stock Holding History

1834 Investment Advisors’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
2023 Q2	–	Sell	-3,140	Closed	-$242K	–	242
2023 Q1	$242K	Hold	3,140	–	–	0.03%	223
2022 Q4	$263K	Hold	3,140	–	–	0.04%	167
2022 Q3	$246K	Hold	3,140	–	–	0.04%	176
2022 Q2	$243K	Sell	3,140 -164	-5%	-$12.5K	0.03%	175
2022 Q1	$280K	Sell	3,304 -388	-11%	-$31.1K	0.03%	166
2021 Q4	$345K	Hold	3,692	–	–	0.04%	152
2021 Q3	$290K	Sell	3,692 -1,583	-30%	-$128K	0.04%	158
2021 Q2	$387K	Buy	5,275 +908	+21%	+$68.1K	0.05%	145
2021 Q1	$330K	Buy	4,367 +67	+2%	+$5.23K	0.04%	155
2020 Q4	$332K	Hold	4,300	–	–	0.04%	160
2020 Q3	$298K	Hold	4,300	–	–	0.04%	155
2020 Q2	$258K	Hold	4,300	–	–	0.04%	156
2020 Q1	$259K	Hold	4,300	–	–	0.05%	154
2019 Q4	$260K	Hold	4,300	–	–	0.04%	172
2019 Q3	$251K	Buy	4,300 +200	+5%	+$10.8K	0.04%	178
2019 Q2	$210K	Hold	4,100	–	–	0.03%	186
2019 Q1	$198K	Hold	4,100	–	–	0.03%	197
2018 Q4	$178K	Hold	4,100	–	–	0.03%	191
2018 Q3	$172K	Hold	4,100	–	–	0.03%	204
2018 Q2	$171K	Sell	4,100 -1,400	-25%	-$56.5K	0.03%	192
2018 Q1	$225K	Hold	5,500	–	–	0.04%	171
2017 Q4	$215K	Hold	5,500	–	–	0.03%	167
2017 Q3	$202K	Sell	5,500 -244	-4%	-$8.94K	0.04%	165
2017 Q2	$201K	Sell	5,744 -3,600	-39%	-$123K	0.04%	169
2017 Q1	$300K	Sell	9,344 -5,600	-37%	-$176K	0.06%	158
2016 Q4	$446K	Sell	14,944 -1,456	-9%	-$43.5K	0.09%	125
2016 Q3	$502K	Sell	16,400 -1,200	-7%	-$37.8K	0.11%	118
2016 Q2	$574K	Hold	17,600	–	–	0.12%	120
2016 Q1	$521K	Hold	17,600	–	–	0.12%	119
2015 Q4	$457K	Sell	17,600 -9,600	-35%	-$243K	0.11%	128
2015 Q3	$663K	Hold	27,200	–	–	0.16%	117
2015 Q2	$667K	Hold	27,200	–	–	0.18%	98
2015 Q1	$708K	Buy	27,200 +400	+1%	+$10.6K	0.19%	99
2014 Q4	$712K	Sell	26,800 -4,280	-14%	-$108K	0.2%	93
2014 Q3	$729K	Sell	31,080 -760	-2%	-$18.4K	0.2%	93
2014 Q2	$816K	Sell	31,840 -2,400	-7%	-$58.4K	0.22%	90
2014 Q1	$819K	Hold	34,240	–	–	0.24%	87
2013 Q4	$733K	Sell	34,240 -560	-2%	-$11.8K	0.22%	93
2013 Q3	$697K	Hold	34,800	–	–	0.23%	85
2013 Q2	$709K	Buy	+34,800	New	+$690K	0.24%	88

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1834 Investment Advisors's NEE Position: Q2 2023 in Review

1834 Investment Advisors sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 3,140 shares — an estimated $242K sold.

1834 Investment Advisors first reported a position in NEE in Q2 2013 and held it in 40 quarters. The position peaked at $819K in Q1 2014. 2,417 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

1834 Investment Advisors reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
1834 Investment Advisors sold 3,140 NextEra Energy shares in Q2 2023, an estimated $242K.
1834 Investment Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 40 quarters.
1834 Investment Advisors's NextEra Energy position peaked at $819K in Q1 2014.
2,417 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on 1834 Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.