Affiance Financial’s NextEra Energy NEE Stock Holding History

Affiance Financial’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 Q1	–	Sell	-41	Closed	-$3.43K	–	301
2022 Q4	$3.43K	Buy	+41	New	+$3.31K	﹤0.01%	358

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Affiance Financial's NEE Position: Q1 2023 in Review

Affiance Financial sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 41 shares — an estimated $3.43K sold.

Affiance Financial first reported a position in NEE in Q4 2022 and held it in 1 quarter. The position peaked at $3.43K in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Affiance Financial reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 41 NextEra Energy shares in Q1 2023, an estimated $3.43K.
Affiance Financial first reported a position in NextEra Energy in Q4 2022 and held it in 1 quarter.
Affiance Financial's NextEra Energy position peaked at $3.43K in Q4 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.