BMS Financial Advisors’s NextEra Energy NEE Stock Holding History

BMS Financial 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	$331K	Sell	4,455 -1,906	-30%	-$144K	0.22%	88
2023 Q1	$490K	Buy	6,361 +32	+0.5%	+$2.46K	0.34%	72
2022 Q4	$529K	Buy	6,329 +103	+2%	+$8.32K	0.35%	51
2022 Q3	$488K	Sell	6,226 -40	-0.6%	-$3.39K	0.34%	60
2022 Q2	$485K	Buy	6,266 +133	+2%	+$10.1K	0.32%	59
2022 Q1	$520K	Buy	6,133 +216	+4%	+$17.3K	0.33%	62
2021 Q4	$552K	Buy	+5,917	New	+$511K	0.35%	58

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

BMS Financial Advisors's NEE Position: Q2 2023 in Review

BMS Financial Advisors reduced its NextEra Energy (NEE) stake by 30% in Q2 2023, selling an estimated $144K and leaving 4,455 shares worth $331K. The position accounts for 0.22% of the portfolio, ranked #88.

BMS Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 7 quarters since. The position peaked at $552K in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

BMS Financial Advisors held 4,455 shares of NextEra Energy worth $331K as of Q2 2023.
BMS Financial Advisors sold 1,906 NextEra Energy shares in Q2 2023, an estimated $144K.
NextEra Energy made up 0.22% of BMS Financial Advisors's portfolio in Q2 2023, its #88 holding.
BMS Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's NextEra Energy position peaked at $552K in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.