Beta Wealth Group’s NextEra Energy NEE Stock Holding History

Beta Wealth Group’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
2022 Q4	–	Sell	-4,200	Closed	-$329K	–	103
2022 Q3	$329K	Buy	4,200 +600	+17%	+$50.9K	0.24%	62
2022 Q2	$279K	Hold	3,600	–	–	0.19%	67
2022 Q1	$305K	Buy	+3,600	New	+$289K	0.2%	70

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Beta Wealth Group's NEE Position: Q4 2022 in Review

Beta Wealth Group sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 4,200 shares — an estimated $329K sold.

Beta Wealth Group first reported a position in NEE in Q1 2022 and held it in 3 quarters. The position peaked at $329K in Q3 2022. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Beta Wealth Group reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Beta Wealth Group sold 4,200 NextEra Energy shares in Q4 2022, an estimated $329K.
Beta Wealth Group first reported a position in NextEra Energy in Q1 2022 and held it in 3 quarters.
Beta Wealth Group's NextEra Energy position peaked at $329K in Q3 2022.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Beta Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.