Catalyst Wealth Management’s NextEra Energy NEE Stock Holding History

Catalyst Wealth Management’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 Q1	$863K	Buy	11,201 +2,359	+27%	+$181K	0.81%	53
2022 Q4	$739K	Buy	+8,842	New	+$714K	0.7%	54

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Catalyst Wealth Management's NEE Position: Q1 2023 in Review

Catalyst Wealth Management increased its NextEra Energy (NEE) stake by 27% in Q1 2023, buying an estimated $181K and bringing the position to 11,201 shares worth $863K. The position accounts for 0.81% of the portfolio, ranked #53.

Catalyst Wealth Management first reported a position in NEE in Q4 2022 and has held it in 2 quarters since. 2,409 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Catalyst Wealth Management held 11,201 shares of NextEra Energy worth $863K as of Q1 2023.
Catalyst Wealth Management bought 2,359 NextEra Energy shares in Q1 2023, an estimated $181K.
NextEra Energy made up 0.81% of Catalyst Wealth Management's portfolio in Q1 2023, its #53 holding.
Catalyst Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 2 quarters since.
2,409 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.