Benchmark Investment Advisors’s NextEra Energy NEE Stock Holding History

Benchmark Investment 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 Q3	–	Sell	-2,800	Closed	-$208K	–	89
2023 Q2	$208K	Buy	+2,800	New	+$212K	0.19%	86
2023 Q1	–	Sell	-2,637	Closed	-$220K	–	94
2022 Q4	$220K	Sell	2,637 -17	-0.6%	-$1.37K	0.23%	90
2022 Q3	$208K	Sell	2,654 -1,734	-40%	-$147K	0.22%	89
2022 Q2	$340K	Buy	4,388 +912	+26%	+$69.4K	0.35%	77
2022 Q1	$294K	Buy	3,476 +5	+0.1%	+$401	0.22%	111
2021 Q4	$324K	Buy	+3,471	New	+$300K	0.27%	81

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

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

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

Benchmark Investment Advisors's NEE Position: Q3 2023 in Review

Benchmark Investment Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 2,800 shares — an estimated $208K sold.

Benchmark Investment Advisors first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $340K in Q2 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Benchmark Investment Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Benchmark Investment Advisors sold 2,800 NextEra Energy shares in Q3 2023, an estimated $208K.
Benchmark Investment Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
Benchmark Investment Advisors's NextEra Energy position peaked at $340K in Q2 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Benchmark Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.