Chronos Wealth Management’s NextEra Energy NEE Stock Holding History

Chronos 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 Q3	–	Sell	-2,985	Closed	-$221K	–	37
2023 Q2	$221K	Hold	2,985	–	–	0.15%	36
2023 Q1	$230K	Buy	2,985 +63	+2%	+$4.84K	0.17%	35
2022 Q4	$244K	Hold	2,922	–	–	0.19%	31
2022 Q3	$229K	Sell	2,922 -3,240	-53%	-$275K	0.19%	32
2022 Q2	$477K	Buy	6,162 +50	+0.8%	+$3.81K	0.36%	29
2022 Q1	$518K	Hold	6,112	–	–	0.33%	30
2021 Q4	$571K	Sell	6,112 -557	-8%	-$48.1K	0.35%	31
2021 Q3	$524K	Buy	6,669 +100	+2%	+$8.06K	0.36%	32
2021 Q2	$481K	Buy	6,569 +937	+17%	+$70.3K	0.33%	33
2021 Q1	$426K	Hold	5,632	–	–	0.32%	33
2020 Q4	$435K	Hold	5,632	–	–	0.36%	31
2020 Q3	$391K	Buy	5,632 +300	+6%	+$20.7K	0.35%	29
2020 Q2	$320K	Buy	5,332 +992	+23%	+$59.4K	0.31%	32
2020 Q1	$261K	Sell	4,340 -2,200	-34%	-$138K	0.3%	33
2019 Q4	$396K	Buy	+6,540	New	+$382K	0.39%	32

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

Chronos Wealth Management's NEE Position: Q3 2023 in Review

Chronos Wealth Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 2,985 shares — an estimated $221K sold.

Chronos Wealth Management first reported a position in NEE in Q4 2019 and held it in 15 quarters. The position peaked at $571K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Chronos Wealth Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Chronos Wealth Management sold 2,985 NextEra Energy shares in Q3 2023, an estimated $221K.
Chronos Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 15 quarters.
Chronos Wealth Management's NextEra Energy position peaked at $571K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Chronos Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.