44 Wealth Management’s NextEra Energy NEE Stock Holding History

44 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	$8.68M	Sell	117,031 -1,163	-1%	-$88K	2.96%	3
2023 Q1	$9.11M	Buy	118,194 +1,986	+2%	+$153K	3.08%	3
2022 Q4	$9.72M	Sell	116,208 -79	-0.1%	-$6.38K	3.36%	2
2022 Q3	$9.12M	Sell	116,287 -93	-0.1%	-$7.89K	3.75%	2
2022 Q2	$9.02M	Buy	116,380 +420	+0.4%	+$32K	3.49%	3
2022 Q1	$9.82M	Sell	115,960 -1,308	-1%	-$105K	3.54%	3
2021 Q4	$10.9M	Buy	117,268 +1,080	+0.9%	+$93.3K	3.8%	3
2021 Q3	$9.12M	Buy	116,188 +511	+0.4%	+$41.2K	3.49%	3
2021 Q2	$8.48M	Sell	115,677 -2,313	-2%	-$174K	3.26%	3
2021 Q1	$8.92M	Sell	117,990 -8,219	-7%	-$641K	3.73%	2
2020 Q4	$9.74M	Buy	+126,209	New	+$9.44M	4.43%	2

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

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

44 Wealth Management reduced its NextEra Energy (NEE) stake by 0.98% in Q2 2023, selling an estimated $88K and leaving 117,031 shares worth $8.68M. The position accounts for 2.96% of the portfolio, ranked #3.

44 Wealth Management first reported a position in NEE in Q4 2020 and has held it in 11 quarters since. The position peaked at $10.9M in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

44 Wealth Management held 117,031 shares of NextEra Energy worth $8.68M as of Q2 2023.
44 Wealth Management sold 1,163 NextEra Energy shares in Q2 2023, an estimated $88K.
NextEra Energy made up 2.96% of 44 Wealth Management's portfolio in Q2 2023, its #3 holding.
44 Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 11 quarters since.
44 Wealth Management's NextEra Energy position peaked at $10.9M in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.