Altium Wealth Management’s NextEra Energy NEE Stock Holding History

Altium 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 Q2	$3.23M	Buy	41,660 +2,265	+6%	+$172K	0.23%	55
2022 Q1	$3.34M	Buy	39,395 +10,202	+35%	+$818K	0.22%	56
2021 Q4	$2.73M	Buy	29,193 +2,887	+11%	+$250K	0.18%	67
2021 Q3	$2.07M	Sell	26,306 -57	-0.2%	-$4.6K	0.15%	79
2021 Q2	$1.93M	Sell	26,363 -272	-1%	-$20.4K	0.14%	79
2021 Q1	$2.01M	Buy	26,635 +1,260	+5%	+$98.3K	0.16%	73
2020 Q4	$1.96M	Buy	25,375 +79	+0.3%	+$5.91K	0.17%	66
2020 Q3	$1.75M	Sell	25,296 -1,000	-4%	-$69K	0.18%	67
2020 Q2	$1.58M	Buy	26,296 +2,872	+12%	+$172K	0.18%	66
2020 Q1	$1.41M	Buy	23,424 +3,252	+16%	+$204K	0.19%	63
2019 Q4	$1.22M	Buy	20,172 +140	+0.7%	+$8.17K	0.15%	79
2019 Q3	$1.17M	Buy	20,032 +640	+3%	+$34.6K	0.16%	75
2019 Q2	$993K	Buy	19,392 +672	+4%	+$33.1K	0.14%	83
2019 Q1	$905K	Sell	18,720 -64	-0.3%	-$2.93K	0.14%	90
2018 Q4	$816K	Buy	18,784 +4,080	+28%	+$178K	0.16%	89
2018 Q3	$616K	Buy	14,704 +1,660	+13%	+$70.7K	0.12%	138
2018 Q2	$545K	Buy	13,044 +7,596	+139%	+$307K	0.15%	109
2018 Q1	$223K	Buy	+5,448	New	+$210K	0.09%	151

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Altium Wealth Management's NEE Position: Q2 2022 in Review

Altium Wealth Management increased its NextEra Energy (NEE) stake by 5.7% in Q2 2022, buying an estimated $172K and bringing the position to 41,660 shares worth $3.23M. The position accounts for 0.23% of the portfolio, ranked #55.

Altium Wealth Management first reported a position in NEE in Q1 2018 and has held it in 18 quarters since. The position peaked at $3.34M in Q1 2022. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Altium Wealth Management held 41,660 shares of NextEra Energy worth $3.23M as of Q2 2022.
Altium Wealth Management bought 2,265 NextEra Energy shares in Q2 2022, an estimated $172K.
NextEra Energy made up 0.23% of Altium Wealth Management's portfolio in Q2 2022, its #55 holding.
Altium Wealth Management first reported a position in NextEra Energy in Q1 2018 and has held it in 18 quarters since.
Altium Wealth Management's NextEra Energy position peaked at $3.34M in Q1 2022.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.