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Cherry Creek Investment Advisors’s NextEra Energy NEE Stock Holding History

Cherry Creek Investment Advisors’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
-2,648
Closed -$204K – 96
2023
Q1 		$204K Buy
2,648
+16
+0.6% +$1.23K 0.15% 89
2022
Q4 		$220K Sell
2,632
-201
-7% -$16.2K 0.17% 80
2022
Q3 		$222K Buy
2,833
+49
+2% +$4.16K 0.18% 81
2022
Q2 		$216K Buy
2,784
+52
+2% +$3.96K 0.17% 81
2022
Q1 		$231K Buy
2,732
+150
+6% +$12K 0.15% 92
2021
Q4 		$241K Buy
+2,582
New +$223K 0.15% 96

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cherry Creek Investment Advisors's NEE Position: Q2 2023 in Review

Cherry Creek Investment Advisors sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 2,648 shares — an estimated $204K sold.

Cherry Creek Investment Advisors first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $241K in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Cherry Creek Investment Advisors reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 2,648 NextEra Energy shares in Q2 2023, an estimated $204K.
  • Cherry Creek Investment Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
  • Cherry Creek Investment Advisors's NextEra Energy position peaked at $241K in Q4 2021.
  • 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.