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American Portfolios Advisors’s NextEra Energy NEE Stock Holding History

American Portfolios 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
2022
Q3 		$2.03M Buy
25,907
+1,525
+6% +$129K 0.09% 236
2022
Q2 		$1.89M Sell
24,382
-8,300
-25% -$632K 0.08% 256
2022
Q1 		$2.77M Sell
32,682
-6,932
-17% -$556K 0.09% 222
2021
Q4 		$3.7M Sell
39,614
-4,817
-11% -$416K 0.12% 160
2021
Q3 		$3.49M Buy
44,431
+2,963
+7% +$239K 0.13% 151
2021
Q2 		$3.04M Buy
41,468
+13,832
+50% +$1.04M 0.12% 176
2021
Q1 		$2.09M Buy
27,636
+4,286
+18% +$335K 0.09% 215
2020
Q4 		$1.8M Sell
23,350
-4,882
-17% -$365K 0.09% 212
2020
Q3 		$1.96M Buy
28,232
+392
+1% +$27.1K 0.11% 176
2020
Q2 		$1.67M Buy
27,840
+3,048
+12% +$182K 0.11% 183
2020
Q1 		$1.49M Buy
24,792
+1,396
+6% +$87.8K 0.12% 159
2019
Q4 		$1.42M Sell
23,396
-14,136
-38% -$825K 0.1% 203
2019
Q3 		$2.19M Buy
37,532
+13,548
+56% +$733K 0.18% 122
2019
Q2 		$1.23M Buy
23,984
+2,360
+11% +$116K 0.1% 198
2019
Q1 		$1.05M Buy
21,624
+3,872
+22% +$177K 0.1% 209
2018
Q4 		$771K Buy
17,752
+3,784
+27% +$165K 0.1% 207
2018
Q3 		$585K Buy
13,968
+24
+0.2% +$1.02K 0.07% 277
2018
Q2 		$582K Buy
13,944
+1,300
+10% +$52.5K 0.08% 255
2018
Q1 		$516K Buy
12,644
+316
+3% +$12.2K 0.08% 254
2017
Q4 		$481K Buy
+12,328
New +$476K 0.08% 265

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's NEE Position: Q3 2022 in Review

American Portfolios Advisors increased its NextEra Energy (NEE) stake by 6.3% in Q3 2022, buying an estimated $129K and bringing the position to 25,907 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #236.

American Portfolios Advisors first reported a position in NEE in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.7M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • American Portfolios Advisors held 25,907 shares of NextEra Energy worth $2.03M as of Q3 2022.
  • American Portfolios Advisors bought 1,525 NextEra Energy shares in Q3 2022, an estimated $129K.
  • NextEra Energy made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #236 holding.
  • American Portfolios Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's NextEra Energy position peaked at $3.7M in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.