Buck Wealth Strategies’s NextEra Energy NEE Stock Holding History

Buck Wealth Strategies’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 Q4	–	Sell	-1,340	Closed	-$76.8K	–	257
2023 Q3	$76.8K	Sell	1,340 -280	-17%	-$19.4K	0.03%	96
2023 Q2	$120K	Sell	1,620 -65,757	-98%	-$4.98M	0.05%	46
2023 Q1	$5.19M	Buy	+67,377	New	+$5.18M	2.53%	14

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buck Wealth Strategies's NEE Position: Q4 2023 in Review

Buck Wealth Strategies sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 1,340 shares — an estimated $76.8K sold.

Buck Wealth Strategies first reported a position in NEE in Q1 2023 and held it in 3 quarters. The position peaked at $5.19M in Q1 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Buck Wealth Strategies reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 1,340 NextEra Energy shares in Q4 2023, an estimated $76.8K.
Buck Wealth Strategies first reported a position in NextEra Energy in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's NextEra Energy position peaked at $5.19M in Q1 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.