Align Wealth Management’s NextEra Energy NEE Stock Holding History

Align 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
2022 Q4	$34.5K	Buy	+440	New	+$35.5K	0.03%	82

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Align Wealth Management's NEE Position: Q4 2022 in Review

Align Wealth Management opened a new position in NextEra Energy (NEE) in Q4 2022: 440 shares worth $34.5K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings.

2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Align Wealth Management held 440 shares of NextEra Energy worth $34.5K as of Q4 2022.
NextEra Energy was a new Align Wealth Management position in Q4 2022.
NextEra Energy made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #82 holding.
2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.