Asset Planning Services Inc’s NextEra Energy NEE Stock Holding History

Asset Planning Services Inc’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 Q2	–	Sell	-56,900	Closed	-$4.39M	–	38
2023 Q1	$4.39M	Sell	56,900 -25	-0%	-$1.92K	2.78%	21
2022 Q4	$4.76M	Sell	56,925 -225	-0.4%	-$18.2K	3.01%	18
2022 Q3	$4.48M	Sell	57,150 -350	-0.6%	-$29.7K	3.15%	16
2022 Q2	$4.45M	Buy	57,500 +2,800	+5%	+$213K	2.92%	20
2022 Q1	$4.63M	Buy	54,700 +1,600	+3%	+$128K	2.66%	23
2021 Q4	$4.96M	Hold	53,100	–	–	2.67%	18
2021 Q3	$4.17M	Sell	53,100 -1,200	-2%	-$96.8K	2.46%	25
2021 Q2	$3.98M	Buy	54,300 +1,500	+3%	+$113K	2.3%	26
2021 Q1	$3.99M	Buy	+52,800	New	+$4.12M	2.41%	25

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

Norges Bank Oslo, Norway $935B AUM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Services Inc's NEE Position: Q2 2023 in Review

Asset Planning Services Inc sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 56,900 shares — an estimated $4.39M sold.

Asset Planning Services Inc first reported a position in NEE in Q1 2021 and held it in 9 quarters. The position peaked at $4.96M in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Asset Planning Services Inc reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Asset Planning Services Inc sold 56,900 NextEra Energy shares in Q2 2023, an estimated $4.39M.
Asset Planning Services Inc first reported a position in NextEra Energy in Q1 2021 and held it in 9 quarters.
Asset Planning Services Inc's NextEra Energy position peaked at $4.96M in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Asset Planning Services Inc's 13F filing for Q2 2023, filed 21 Jul 2023.