Azzad Asset Management’s NextEra Energy NEE Stock Holding History

Azzad Asset 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 Q4	–	Sell	-33,814	Closed	-$1.94M	–	314
2023 Q3	$1.94M	Sell	33,814 -88	-0.3%	-$6.09K	0.27%	146
2023 Q2	$2.52M	Sell	33,902 -503	-1%	-$38.1K	0.34%	96
2023 Q1	$2.65M	Sell	34,405 -5	-0%	-$385	0.38%	87
2022 Q4	$2.88M	Buy	34,410 +323	+0.9%	+$26.1K	0.45%	66
2022 Q3	$2.67M	Buy	34,087 +660	+2%	+$56K	0.27%	125
2022 Q2	$2.59M	Sell	33,427 -6	-0%	-$457	0.26%	132
2022 Q1	$2.83M	Buy	33,433 +3,187	+11%	+$255K	0.41%	77
2021 Q4	$2.82M	Buy	30,246 +955	+3%	+$82.5K	0.38%	88
2021 Q3	$2.3M	Buy	29,291 +137	+0.5%	+$11K	0.34%	106
2021 Q2	$2.14M	Buy	29,154 +1,556	+6%	+$117K	0.32%	129
2021 Q1	$2.09M	Buy	+27,598	New	+$2.15M	0.35%	109

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Azzad Asset Management's NEE Position: Q4 2023 in Review

Azzad Asset Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 33,814 shares — an estimated $1.94M sold.

Azzad Asset Management first reported a position in NEE in Q1 2021 and held it in 11 quarters. The position peaked at $2.88M in Q4 2022. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Azzad Asset Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Azzad Asset Management sold 33,814 NextEra Energy shares in Q4 2023, an estimated $1.94M.
Azzad Asset Management first reported a position in NextEra Energy in Q1 2021 and held it in 11 quarters.
Azzad Asset Management's NextEra Energy position peaked at $2.88M in Q4 2022.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Azzad Asset Management's 13F filing for Q4 2023, filed 1 Apr 2024.