1900 Wealth Management’s NextEra Energy NEE Stock Holding History

1900 Wealth 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
2023 Q2	–	Sell	-2,654	Closed	-$222K	–	253
2023 Q1	$222K	Hold	2,654	–	–	0.02%	221
2022 Q4	$222K	Buy	+2,654	New	+$214K	0.02%	215
2022 Q2	–	Sell	-2,464	Closed	-$209K	–	235
2022 Q1	$209K	Hold	2,464	–	–	0.02%	234
2021 Q4	$230K	Buy	+2,464	New	+$213K	0.02%	223
2021 Q2	–	Sell	-2,756	Closed	-$208	–	217
2021 Q1	$208	Buy	+2,756	New	+$215K	0.02%	166

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1900 Wealth Management's NEE Position: Q2 2023 in Review

1900 Wealth Management sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 2,654 shares — an estimated $222K sold.

1900 Wealth Management first reported a position in NEE in Q1 2021 and held it in 5 quarters. The position peaked at $230K in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

1900 Wealth Management reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
1900 Wealth Management sold 2,654 NextEra Energy shares in Q2 2023, an estimated $222K.
1900 Wealth Management first reported a position in NextEra Energy in Q1 2021 and held it in 5 quarters.
1900 Wealth Management's NextEra Energy position peaked at $230K in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on 1900 Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.