Briggs Advisory Group’s NextEra Energy NEE Stock Holding History

Briggs Advisory 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
2023 Q2	–	Sell	-2,636	Closed	-$203K	–	57
2023 Q1	$203K	Hold	2,636	–	–	0.12%	55
2022 Q4	$220K	Hold	2,636	–	–	0.14%	52
2022 Q3	$207K	Hold	2,636	–	–	0.16%	47
2022 Q2	$204K	Hold	2,636	–	–	0.15%	51
2022 Q1	$223K	Hold	2,636	–	–	0.15%	52
2021 Q4	$246K	Buy	+2,636	New	+$228K	0.17%	49

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

Briggs Advisory Group's NEE Position: Q2 2023 in Review

Briggs Advisory Group sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 2,636 shares — an estimated $203K sold.

Briggs Advisory Group first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $246K in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Briggs Advisory Group reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Briggs Advisory Group sold 2,636 NextEra Energy shares in Q2 2023, an estimated $203K.
Briggs Advisory Group first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
Briggs Advisory Group's NextEra Energy position peaked at $246K in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Briggs Advisory Group's 13F filing for Q2 2023, filed 24 Jul 2023.