Claraphi Advisory Network’s NextEra Energy NEE Stock Holding History

Claraphi Advisory Network’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 Q4	$2.6M	Buy	31,126 +14,239	+84%	+$1.15M	1.04%	24
2022 Q3	$1.32M	Buy	16,887 +12,914	+325%	+$1.1M	0.72%	29
2022 Q2	$308K	Buy	3,973 +208	+6%	+$15.8K	0.11%	179
2022 Q1	$319K	Sell	3,765 -183	-5%	-$14.7K	0.09%	191
2021 Q4	$369K	Sell	3,948 -7	-0.2%	-$605	0.13%	183
2021 Q3	$311K	Sell	3,955 -2,002	-34%	-$161K	0.11%	208
2021 Q2	$436K	Sell	5,957 -235	-4%	-$17.6K	0.13%	182
2021 Q1	$468K	Sell	6,192 -152	-2%	-$11.9K	0.13%	165
2020 Q4	$489K	Buy	6,344 +1,660	+35%	+$124K	0.13%	143
2020 Q3	$325K	Sell	4,684 -4,260	-48%	-$294K	0.12%	168
2020 Q2	$537K	Sell	8,944 -7,968	-47%	-$477K	0.23%	86
2020 Q1	$1.02M	Buy	16,912 +1,996	+13%	+$125K	0.48%	35
2019 Q4	$903K	Sell	14,916 -1,472	-9%	-$85.9K	0.55%	36
2019 Q3	$954K	Buy	16,388 +3,760	+30%	+$203K	0.58%	32
2019 Q2	$647K	Buy	12,628 +1,060	+9%	+$52.2K	0.38%	56
2019 Q1	$559K	Buy	11,568 +2,256	+24%	+$103K	0.35%	65
2018 Q4	$405K	Buy	+9,312	New	+$407K	0.31%	87

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Claraphi Advisory Network's NEE Position: Q4 2022 in Review

Claraphi Advisory Network increased its NextEra Energy (NEE) stake by 84% in Q4 2022, buying an estimated $1.15M and bringing the position to 31,126 shares worth $2.6M. The position accounts for 1.04% of the portfolio, ranked #24.

Claraphi Advisory Network first reported a position in NEE in Q4 2018 and has held it in 17 quarters since. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Claraphi Advisory Network held 31,126 shares of NextEra Energy worth $2.6M as of Q4 2022.
Claraphi Advisory Network bought 14,239 NextEra Energy shares in Q4 2022, an estimated $1.15M.
NextEra Energy made up 1.04% of Claraphi Advisory Network's portfolio in Q4 2022, its #24 holding.
Claraphi Advisory Network first reported a position in NextEra Energy in Q4 2018 and has held it in 17 quarters since.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.