Axiom Financial Strategies’s NextEra Energy NEE Stock Holding History

Axiom Financial Strategies’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	–	Sell	-2,591	Closed	-$201K	–	74
2022 Q2	$201K	Buy	+2,591	New	+$197K	0.11%	73
2022 Q1	–	Sell	-2,565	Closed	-$239K	–	83
2021 Q4	$239K	Buy	+2,565	New	+$222K	0.11%	72
2020 Q3	–	Sell	-3,404	Closed	-$204K	–	76
2020 Q2	$204K	Buy	+3,404	New	+$204K	0.13%	67

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

Axiom Financial Strategies's NEE Position: Q3 2022 in Review

Axiom Financial Strategies sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 2,591 shares — an estimated $201K sold.

Axiom Financial Strategies first reported a position in NEE in Q2 2020 and held it in 3 quarters. The position peaked at $239K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Axiom Financial Strategies reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Axiom Financial Strategies sold 2,591 NextEra Energy shares in Q3 2022, an estimated $201K.
Axiom Financial Strategies first reported a position in NextEra Energy in Q2 2020 and held it in 3 quarters.
Axiom Financial Strategies's NextEra Energy position peaked at $239K in Q4 2021.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Axiom Financial Strategies's 13F filing for Q3 2022, filed 17 Oct 2022.