Benedetti & Gucer’s NextEra Energy NEE Stock Holding History

Benedetti & Gucer’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	-5,649	Closed	-$419K	–	147
2023 Q2	$419K	Buy	+5,649	New	+$428K	0.22%	80

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

Benedetti & Gucer's NEE Position: Q3 2023 in Review

Benedetti & Gucer sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 5,649 shares — an estimated $419K sold.

Benedetti & Gucer first reported a position in NEE in Q2 2023 and held it in 1 quarter. The position peaked at $419K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Benedetti & Gucer reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Benedetti & Gucer sold 5,649 NextEra Energy shares in Q3 2023, an estimated $419K.
Benedetti & Gucer first reported a position in NextEra Energy in Q2 2023 and held it in 1 quarter.
Benedetti & Gucer's NextEra Energy position peaked at $419K in Q2 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.