Advisor Partners II’s NextEra Energy NEE Stock Holding History

Advisor Partners II’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 Q3	$6M	Sell	104,732 -21,128	-17%	-$1.46M	0.24%	68
2023 Q2	$9.34M	Buy	125,860 +7,140	+6%	+$541K	0.44%	36
2023 Q1	$9.15M	Sell	118,720 -13,199	-10%	-$1.02M	0.5%	34
2022 Q4	$11M	Buy	131,919 +5,074	+4%	+$410K	0.68%	23
2022 Q3	$9.95M	Buy	+126,845	New	+$10.8M	0.75%	20

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Advisor Partners II's NEE Position: Q3 2023 in Review

Advisor Partners II reduced its NextEra Energy (NEE) stake by 17% in Q3 2023, selling an estimated $1.46M and leaving 104,732 shares worth $6M. The position accounts for 0.24% of the portfolio, ranked #68.

Advisor Partners II first reported a position in NEE in Q3 2022 and has held it in 5 quarters since. The position peaked at $11M in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Advisor Partners II held 104,732 shares of NextEra Energy worth $6M as of Q3 2023.
Advisor Partners II sold 21,128 NextEra Energy shares in Q3 2023, an estimated $1.46M.
NextEra Energy made up 0.24% of Advisor Partners II's portfolio in Q3 2023, its #68 holding.
Advisor Partners II first reported a position in NextEra Energy in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's NextEra Energy position peaked at $11M in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.