CFM Wealth Partners’s NextEra Energy NEE Stock Holding History

CFM Wealth Partners’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
2022 Q2	–	Sell	-2,620	Closed	-$222K	–	177
2022 Q1	$222K	Hold	2,620	–	–	0.05%	176
2021 Q4	$240K	Hold	2,620	–	–	0.05%	162
2021 Q3	$205K	Buy	+2,620	New	+$211K	0.05%	181
2021 Q1	–	Sell	-2,620	Closed	-$202K	–	172
2020 Q4	$202K	Buy	+2,620	New	+$196K	0.06%	158
2020 Q3	–	Sell	-2,700	Closed	-$162K	–	355
2020 Q2	$162K	Sell	2,700 -240	-8%	-$14.4K	0.06%	165
2020 Q1	$177K	Sell	2,940 -60	-2%	-$3.77K	0.08%	139
2019 Q4	$189K	Buy	+3,000	New	+$175K	0.07%	151

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CFM Wealth Partners's NEE Position: Q2 2022 in Review

CFM Wealth Partners sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 2,620 shares — an estimated $222K sold.

CFM Wealth Partners first reported a position in NEE in Q4 2019 and held it in 7 quarters. The position peaked at $240K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

CFM Wealth Partners reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
CFM Wealth Partners sold 2,620 NextEra Energy shares in Q2 2022, an estimated $222K.
CFM Wealth Partners first reported a position in NextEra Energy in Q4 2019 and held it in 7 quarters.
CFM Wealth Partners's NextEra Energy position peaked at $240K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.