AIP
NEE icon

Ahrens Investment Partners’s NextEra Energy NEE Stock Holding History

Ahrens Investment Partners’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 		$34.7K Buy
+450
New +$34.6K 0.02% 381
2022
Q3 		– Sell
-1,018
Closed -$79K – 641
2022
Q2 		$79K Buy
1,018
+3
+0.3% +$228 0.03% 258
2022
Q1 		$86K Buy
1,015
+531
+110% +$42.6K 0.03% 296
2021
Q4 		$45K Buy
+484
New +$41.8K 0.02% 421

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ahrens Investment Partners's NEE Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in NextEra Energy (NEE) in Q1 2023: 450 shares worth $34.7K. The stake represents 0.02% of the portfolio and ranks #381 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in NEE as recently as Q2 2022.

Ahrens Investment Partners first reported a position in NEE in Q4 2021 and has held it in 4 quarters since. The position peaked at $86K in Q1 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

  • Ahrens Investment Partners held 450 shares of NextEra Energy worth $34.7K as of Q1 2023.
  • NextEra Energy was a new Ahrens Investment Partners position in Q1 2023.
  • NextEra Energy made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #381 holding.
  • Ahrens Investment Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's NextEra Energy position peaked at $86K in Q1 2022.
  • 2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.