Ayalon Insurance Company’s NextEra Energy NEE Stock Holding History

Ayalon Insurance Company’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	-420	Closed	-$32K	–	103
2023 Q1	$32K	Sell	420 -9,610	-96%	-$739K	0.01%	89
2022 Q4	$839K	Sell	10,030 -3,720	-27%	-$301K	0.4%	60
2022 Q3	$1.08M	Hold	13,750	–	–	0.51%	42
2022 Q2	$1.06M	Sell	13,750 -1,980	-13%	-$151K	0.51%	51
2022 Q1	$1.33M	Sell	15,730 -3,420	-18%	-$274K	0.45%	60
2021 Q4	$1.79M	Hold	19,150	–	–	0.61%	46
2021 Q3	$1.52M	Buy	19,150 +17,170	+867%	+$1.38M	0.55%	51
2021 Q2	$147K	Sell	1,980 -11,300	-85%	-$848K	0.05%	130
2021 Q1	$1.01M	Hold	13,280	–	–	0.39%	63
2020 Q4	$1.02M	Buy	13,280 +280	+2%	+$20.9K	0.46%	54
2020 Q3	$912K	Hold	13,000	–	–	0.5%	50
2020 Q2	$800K	Buy	+13,000	New	+$778K	0.47%	53

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

Ayalon Insurance Company's NEE Position: Q2 2023 in Review

Ayalon Insurance Company sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 420 shares — an estimated $32K sold.

Ayalon Insurance Company first reported a position in NEE in Q2 2020 and held it in 12 quarters. The position peaked at $1.79M in Q4 2021. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Ayalon Insurance Company reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Ayalon Insurance Company sold 420 NextEra Energy shares in Q2 2023, an estimated $32K.
Ayalon Insurance Company first reported a position in NextEra Energy in Q2 2020 and held it in 12 quarters.
Ayalon Insurance Company's NextEra Energy position peaked at $1.79M in Q4 2021.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Ayalon Insurance Company's 13F filing for Q2 2023, filed 17 Jul 2023.