BDO Wealth Advisors’s NextEra Energy NEE Stock Holding History

BDO Wealth Advisors’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	$437K	Buy	5,895 +541	+10%	+$41K	0.05%	185
2023 Q1	$413K	Sell	5,354 -987	-16%	-$75.9K	0.05%	179
2022 Q4	$530K	Buy	6,341 +1	+0%	+$81	0.07%	171
2022 Q3	$497K	Sell	6,340 -118	-2%	-$10K	0.07%	166
2022 Q2	$500K	Sell	6,458 -50	-0.8%	-$3.81K	0.06%	174
2022 Q1	$551K	Sell	6,508 -55	-0.8%	-$4.41K	0.06%	174
2021 Q4	$613K	Buy	6,563 +184	+3%	+$15.9K	0.06%	167
2021 Q3	$501K	Sell	6,379 -4,004	-39%	-$323K	0.06%	182
2021 Q2	$761K	Buy	10,383 +5,271	+103%	+$396K	0.08%	157
2021 Q1	$387K	Sell	5,112 -75	-1%	-$5.85K	0.05%	205
2020 Q4	$400K	Buy	5,187 +95	+2%	+$7.11K	0.06%	164
2020 Q3	$353K	Buy	5,092 +48	+1%	+$3.31K	0.06%	157
2020 Q2	$303K	Buy	5,044 +4	+0.1%	+$239	0.05%	175
2020 Q1	$303K	Buy	5,040 +1,096	+28%	+$68.9K	0.06%	161
2019 Q4	$239K	Sell	3,944 -300	-7%	-$17.5K	0.06%	176
2019 Q3	$247K	Hold	4,244	–	–	0.06%	174
2019 Q2	$217K	Sell	4,244 -1,200	-22%	-$59K	0.06%	185
2019 Q1	$263K	Hold	5,444	–	–	0.08%	151
2018 Q4	$237K	Sell	5,444 -260	-5%	-$11.4K	0.08%	137
2018 Q3	$239K	Sell	5,704 -508	-8%	-$21.6K	0.08%	144
2018 Q2	$259K	Buy	6,212 +12	+0.2%	+$485	0.09%	133
2018 Q1	$253K	Buy	6,200 +1,872	+43%	+$72.2K	0.1%	113
2017 Q4	$169K	Buy	4,328 +64	+2%	+$2.47K	0.08%	119
2017 Q3	$156K	Sell	4,264 -1,608	-27%	-$58.9K	0.08%	117
2017 Q2	$206K	Buy	+5,872	New	+$201K	0.09%	127

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

BDO Wealth Advisors's NEE Position: Q2 2023 in Review

BDO Wealth Advisors increased its NextEra Energy (NEE) stake by 10% in Q2 2023, buying an estimated $41K and bringing the position to 5,895 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #185.

BDO Wealth Advisors first reported a position in NEE in Q2 2017 and has held it in 25 quarters since. The position peaked at $761K in Q2 2021. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

BDO Wealth Advisors held 5,895 shares of NextEra Energy worth $437K as of Q2 2023.
BDO Wealth Advisors bought 541 NextEra Energy shares in Q2 2023, an estimated $41K.
NextEra Energy made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #185 holding.
BDO Wealth Advisors first reported a position in NextEra Energy in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's NextEra Energy position peaked at $761K in Q2 2021.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.