Clearview Wealth Advisors’s NextEra Energy NEE Stock Holding History

Clearview Wealth 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 Q3	–	Sell	-942	Closed	-$69.9K	–	435
2023 Q2	$69.9K	Buy	942 +2	+0.2%	+$151	0.07%	175
2023 Q1	$72.5K	Buy	940 +2	+0.2%	+$154	0.07%	171
2022 Q4	$78.4K	Buy	938 +29	+3%	+$2.34K	0.06%	136
2022 Q3	$71K	Sell	909 -37	-4%	-$3.14K	0.06%	140
2022 Q2	$73K	Sell	946 -34	-3%	-$2.59K	0.05%	149
2022 Q1	$83K	Sell	980 -798	-45%	-$64K	0.05%	153
2021 Q4	$166K	Sell	1,778 -106	-6%	-$9.16K	0.1%	116
2021 Q3	$148K	Buy	1,884 +1	+0.1%	+$81	0.09%	131
2021 Q2	$138K	Sell	1,883 -18	-0.9%	-$1.35K	0.09%	133
2021 Q1	$144K	Buy	1,901 +1	+0.1%	+$78	0.09%	134
2020 Q4	$147K	Buy	+1,900	New	+$142K	0.1%	120

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

Clearview Wealth Advisors's NEE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 942 shares — an estimated $69.9K sold.

Clearview Wealth Advisors first reported a position in NEE in Q4 2020 and held it in 11 quarters. The position peaked at $166K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Clearview Wealth Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 942 NextEra Energy shares in Q3 2023, an estimated $69.9K.
Clearview Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's NextEra Energy position peaked at $166K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.