Column Capital Advisors’s NextEra Energy NEE Stock Holding History

Column Capital 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	$101K	Sell	1,760 -10	-0.6%	-$692	0.01%	219
2023 Q2	$131K	Sell	1,770 -43	-2%	-$3.25K	0.02%	188
2023 Q1	$140K	Buy	1,813 +431	+31%	+$33.1K	0.02%	183
2022 Q4	$116K	Buy	1,382 +844	+157%	+$68.2K	0.02%	187
2022 Q3	$42K	Hold	538	–	–	0.01%	297
2022 Q2	$42K	Sell	538 -312	-37%	-$23.8K	0.01%	298
2022 Q1	$72K	Sell	850 -714	-46%	-$57.2K	0.01%	243
2021 Q4	$146K	Buy	1,564 +708	+83%	+$61.2K	0.03%	156
2021 Q3	$67K	Sell	856 -28	-3%	-$2.26K	0.01%	233
2021 Q2	$65K	Sell	884 -40	-4%	-$3K	0.01%	234
2021 Q1	$70K	Hold	924	–	–	0.02%	226
2020 Q4	$71K	Sell	924 -772	-46%	-$57.7K	0.02%	220
2020 Q3	$118K	Buy	1,696 +592	+54%	+$40.9K	0.04%	143
2020 Q2	$66K	Buy	1,104 +456	+70%	+$27.3K	0.02%	205
2020 Q1	$39K	Buy	648 +344	+113%	+$21.6K	0.02%	234
2019 Q4	$18K	Buy	+304	New	+$17.7K	0.01%	378

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 $3.38T AUM 44.17% 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

Column Capital Advisors's NEE Position: Q3 2023 in Review

Column Capital Advisors reduced its NextEra Energy (NEE) stake by 0.56% in Q3 2023, selling an estimated $692 and leaving 1,760 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #219.

Column Capital Advisors first reported a position in NEE in Q4 2019 and has held it in 16 quarters since. The position peaked at $146K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Column Capital Advisors held 1,760 shares of NextEra Energy worth $101K as of Q3 2023.
Column Capital Advisors sold 10 NextEra Energy shares in Q3 2023, an estimated $692.
NextEra Energy made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #219 holding.
Column Capital Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's NextEra Energy position peaked at $146K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.