Antonetti Capital Management’s NextEra Energy NEE Stock Holding History

Antonetti Capital 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 Q3	$243K	Sell	4,236 -2,100	-33%	-$145K	0.38%	39
2023 Q2	$470K	Hold	6,336	–	–	0.68%	24
2023 Q1	$488K	Buy	6,336 +2,034	+47%	+$156K	0.71%	20
2022 Q4	$360K	Hold	4,302	–	–	0.49%	30
2022 Q3	$337K	Buy	4,302 +2	+0%	+$170	0.39%	33
2022 Q2	$333K	Hold	4,300	–	–	0.35%	35
2022 Q1	$364K	Sell	4,300 -1,120	-21%	-$89.8K	0.34%	39
2021 Q4	$506K	Sell	5,420 -200	-4%	-$17.3K	0.4%	43
2021 Q3	$441K	Buy	+5,620	New	+$453K	0.36%	42
2014 Q1	–	Sell	-1,600	Closed	-$34K	–	268
2013 Q4	$34K	Sell	1,600 -400	-20%	-$8.43K	0.03%	144
2013 Q3	$40K	Hold	2,000	–	–	0.04%	167
2013 Q2	$41K	Buy	+2,000	New	+$39.7K	0.05%	166

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

Antonetti Capital Management's NEE Position: Q3 2023 in Review

Antonetti Capital Management reduced its NextEra Energy (NEE) stake by 33% in Q3 2023, selling an estimated $145K and leaving 4,236 shares worth $243K. The position accounts for 0.38% of the portfolio, ranked #39.

Antonetti Capital Management first reported a position in NEE in Q2 2013 and has held it in 12 quarters since. The position peaked at $506K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Antonetti Capital Management held 4,236 shares of NextEra Energy worth $243K as of Q3 2023.
Antonetti Capital Management sold 2,100 NextEra Energy shares in Q3 2023, an estimated $145K.
NextEra Energy made up 0.38% of Antonetti Capital Management's portfolio in Q3 2023, its #39 holding.
Antonetti Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 12 quarters since.
Antonetti Capital Management's NextEra Energy position peaked at $506K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.