CIC Wealth’s NextEra Energy NEE Stock Holding History

CIC Wealth’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	-3,022	Closed	-$224K	–	160
2023 Q2	$224K	Hold	3,022	–	–	0.08%	144
2023 Q1	$233K	Sell	3,022 -149	-5%	-$11.5K	0.09%	143
2022 Q4	$265K	Buy	+3,171	New	+$256K	0.11%	122

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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIC Wealth's NEE Position: Q3 2023 in Review

CIC Wealth sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,022 shares — an estimated $224K sold.

CIC Wealth first reported a position in NEE in Q4 2022 and held it in 3 quarters. The position peaked at $265K in Q4 2022. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

CIC Wealth reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
CIC Wealth sold 3,022 NextEra Energy shares in Q3 2023, an estimated $224K.
CIC Wealth first reported a position in NextEra Energy in Q4 2022 and held it in 3 quarters.
CIC Wealth's NextEra Energy position peaked at $265K in Q4 2022.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on CIC Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.