Aletheian Wealth Advisors’s NextEra Energy NEE Stock Holding History

Aletheian Wealth Advisors’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	–	Sell	-8,652	Closed	-$642K	–	80
2023 Q2	$642K	Buy	+8,652	New	+$655K	0.44%	59

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

Aletheian Wealth Advisors's NEE Position: Q3 2023 in Review

Aletheian Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 8,652 shares — an estimated $642K sold.

Aletheian Wealth Advisors first reported a position in NEE in Q2 2023 and held it in 1 quarter. The position peaked at $642K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Aletheian Wealth Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Aletheian Wealth Advisors sold 8,652 NextEra Energy shares in Q3 2023, an estimated $642K.
Aletheian Wealth Advisors first reported a position in NextEra Energy in Q2 2023 and held it in 1 quarter.
Aletheian Wealth Advisors's NextEra Energy position peaked at $642K in Q2 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.