Andesa Financial Management’s NextEra Energy NEE Stock Holding History

Andesa Financial 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
2023 Q1	–	Sell	-8,809	Closed	-$736K	–	139
2022 Q4	$736K	Sell	8,809 -684	-7%	-$55.3K	0.4%	67
2022 Q3	$748K	Buy	9,493 +1,202	+14%	+$102K	0.26%	74
2022 Q2	$642K	Sell	8,291 -34	-0.4%	-$2.59K	0.41%	65
2022 Q1	$703K	Sell	8,325 -29,769	-78%	-$2.39M	0.38%	63
2021 Q4	$3.56M	Buy	38,094 +2,840	+8%	+$245K	1.75%	13
2021 Q3	$2.77M	Sell	35,254 -26,384	-43%	-$2.13M	1.51%	19
2021 Q2	$4.51M	Buy	61,638 +54,563	+771%	+$4.09M	1.36%	27
2021 Q1	$535K	Buy	7,075 +938	+15%	+$73.2K	0.17%	86
2020 Q4	$476K	Sell	6,137 -639	-9%	-$47.8K	0.31%	76
2020 Q3	$470K	Buy	6,776 +1,364	+25%	+$94.2K	0.19%	90
2020 Q2	$325K	Buy	5,412 +1,144	+27%	+$68.5K	0.29%	81
2020 Q1	$255K	Buy	+4,268	New	+$268K	0.29%	73

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Andesa Financial Management's NEE Position: Q1 2023 in Review

Andesa Financial Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 8,809 shares — an estimated $736K sold.

Andesa Financial Management first reported a position in NEE in Q1 2020 and held it in 12 quarters. The position peaked at $4.51M in Q2 2021. 2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Andesa Financial Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Andesa Financial Management sold 8,809 NextEra Energy shares in Q1 2023, an estimated $736K.
Andesa Financial Management first reported a position in NextEra Energy in Q1 2020 and held it in 12 quarters.
Andesa Financial Management's NextEra Energy position peaked at $4.51M in Q2 2021.
2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.