Affinity Wealth Management’s NextEra Energy NEE Stock Holding History

Affinity 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 Q1	–	Sell	-4,284	Closed	-$358K	–	120
2022 Q4	$358K	Buy	4,284 +61	+1%	+$4.93K	0.08%	66
2022 Q3	$331K	Sell	4,223 -84	-2%	-$7.13K	0.08%	69
2022 Q2	$346K	Buy	4,307 +185	+4%	+$14.1K	0.08%	69
2022 Q1	$345K	Sell	4,122 -177	-4%	-$14.2K	0.07%	72
2021 Q4	$355K	Buy	4,299 +261	+6%	+$22.6K	0.07%	78
2021 Q3	$319K	Buy	+4,038	New	+$326K	0.06%	86
2021 Q2	–	Sell	-5,221	Closed	-$420K	–	112
2021 Q1	$420K	Buy	5,221 +180	+4%	+$14K	0.09%	63
2020 Q4	$417K	Buy	5,041 +781	+18%	+$58.4K	0.09%	64
2020 Q3	$314K	Buy	4,260 +316	+8%	+$21.8K	0.08%	61
2020 Q2	$277K	Buy	3,944 +28	+0.7%	+$1.68K	0.35%	41
2020 Q1	$222K	Sell	3,916 -516	-12%	-$32.4K	0.13%	48
2019 Q4	$268K	Hold	4,432	–	–	0.1%	80
2019 Q3	$258K	Hold	4,432	–	–	0.1%	77
2019 Q2	$227K	Buy	+4,432	New	+$218K	0.09%	93

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

Affinity Wealth Management's NEE Position: Q1 2023 in Review

Affinity Wealth Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 4,284 shares — an estimated $358K sold.

Affinity Wealth Management first reported a position in NEE in Q2 2019 and held it in 14 quarters. The position peaked at $420K in Q1 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Affinity Wealth Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Affinity Wealth Management sold 4,284 NextEra Energy shares in Q1 2023, an estimated $358K.
Affinity Wealth Management first reported a position in NextEra Energy in Q2 2019 and held it in 14 quarters.
Affinity Wealth Management's NextEra Energy position peaked at $420K in Q1 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Affinity Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.