Brio Consultants’s NextEra Energy NEE Stock Holding History

Brio Consultants’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	-3,833	Closed	-$284K	–	96
2023 Q2	$284K	Buy	+3,833	New	+$290K	0.05%	82
2022 Q1	–	Sell	-2,159	Closed	-$202K	–	78
2021 Q4	$202K	Buy	+2,159	New	+$187K	0.05%	69

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

Brio Consultants's NEE Position: Q3 2023 in Review

Brio Consultants sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,833 shares — an estimated $284K sold.

Brio Consultants first reported a position in NEE in Q4 2021 and held it in 2 quarters. The position peaked at $284K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Brio Consultants reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Brio Consultants sold 3,833 NextEra Energy shares in Q3 2023, an estimated $284K.
Brio Consultants first reported a position in NextEra Energy in Q4 2021 and held it in 2 quarters.
Brio Consultants's NextEra Energy position peaked at $284K in Q2 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Brio Consultants's 13F filing for Q3 2023, filed 27 Oct 2023.