Alliance Wealth Advisors (Utah)’s NextEra Energy NEE Stock Holding History

Alliance Wealth Advisors (Utah)’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	-27,873	Closed	-$2.07M	–	226
2023 Q2	$2.07M	Buy	27,873 +949	+4%	+$71.8K	0.77%	41
2023 Q1	$2.08M	Buy	26,924 +1,213	+5%	+$93.3K	0.83%	38
2022 Q4	$2.15M	Buy	+25,711	New	+$2.08M	0.97%	31

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

Alliance Wealth Advisors (Utah)'s NEE Position: Q3 2023 in Review

Alliance Wealth Advisors (Utah) sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 27,873 shares — an estimated $2.07M sold.

Alliance Wealth Advisors (Utah) first reported a position in NEE in Q4 2022 and held it in 3 quarters. The position peaked at $2.15M in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Alliance Wealth Advisors (Utah) reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 27,873 NextEra Energy shares in Q3 2023, an estimated $2.07M.
Alliance Wealth Advisors (Utah) first reported a position in NextEra Energy in Q4 2022 and held it in 3 quarters.
Alliance Wealth Advisors (Utah)'s NextEra Energy position peaked at $2.15M in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2023, filed 9 Nov 2023.