AJ Wealth Strategies’s NextEra Energy NEE Stock Holding History

AJ Wealth Strategies’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	$706K	Buy	9,509 +220	+2%	+$16.7K	0.03%	151
2023 Q1	$716K	Sell	9,289 -4,027	-30%	-$310K	0.04%	146
2022 Q4	$1.11M	Buy	13,316 +39	+0.3%	+$3.15K	0.06%	125
2022 Q3	$1.04M	Sell	13,277 -80	-0.6%	-$6.79K	0.06%	125
2022 Q2	$1.03M	Buy	13,357 +45	+0.3%	+$3.43K	0.05%	125
2022 Q1	$1.13M	Buy	13,312 +1,497	+13%	+$120K	0.06%	128
2021 Q4	$1.1M	Buy	11,815 +29	+0.2%	+$2.51K	0.05%	131
2021 Q3	$925K	Buy	11,786 +625	+6%	+$50.4K	0.05%	133
2021 Q2	$818K	Sell	11,161 -980	-8%	-$73.5K	0.05%	138
2021 Q1	$918K	Buy	12,141 +5,041	+71%	+$393K	0.07%	122
2020 Q4	$548K	Buy	+7,100	New	+$531K	0.05%	138

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

AJ Wealth Strategies's NEE Position: Q2 2023 in Review

AJ Wealth Strategies increased its NextEra Energy (NEE) stake by 2.4% in Q2 2023, buying an estimated $16.7K and bringing the position to 9,509 shares worth $706K. The position accounts for 0.03% of the portfolio, ranked #151.

AJ Wealth Strategies first reported a position in NEE in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.13M in Q1 2022. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

AJ Wealth Strategies held 9,509 shares of NextEra Energy worth $706K as of Q2 2023.
AJ Wealth Strategies bought 220 NextEra Energy shares in Q2 2023, an estimated $16.7K.
NextEra Energy made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #151 holding.
AJ Wealth Strategies first reported a position in NextEra Energy in Q4 2020 and has held it in 11 quarters since.
AJ Wealth Strategies's NextEra Energy position peaked at $1.13M in Q1 2022.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.