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Better Money Decisions’s NextEra Energy NEE Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-8
Closed -$1K – 299
2022
Q2 		$1K Buy
+8
New +$609 ﹤0.01% 455
2021
Q3 		– Sell
-202
Closed -$15K – 653
2021
Q2 		$15K Hold
202
– – 0.01% 313
2021
Q1 		$15K Buy
+202
New +$15.8K 0.02% 268

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Better Money Decisions's NEE Position: Q3 2022 in Review

Better Money Decisions sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Better Money Decisions first reported a position in NEE in Q1 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • Better Money Decisions reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 8 NextEra Energy shares in Q3 2022, an estimated $1K.
  • Better Money Decisions first reported a position in NextEra Energy in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's NextEra Energy position peaked at $15K in Q2 2021.
  • 2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.