Comerica Securities’s NextEra Energy NEE Stock Holding History

Comerica Securities’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	$1.83M	Buy	31,934 +203	+0.6%	+$14.1K	0.15%	137
2023 Q2	$2.35M	Buy	31,731 +2,617	+9%	+$198K	0.16%	134
2023 Q1	$2.24M	Buy	29,114 +4,389	+18%	+$338K	0.16%	140
2022 Q4	$2.07M	Buy	24,725 +610	+3%	+$49.3K	0.15%	147
2022 Q3	$1.89M	Sell	24,115 -148	-0.6%	-$12.6K	0.16%	144
2022 Q2	$1.88M	Buy	24,263 +4,000	+20%	+$305K	0.14%	148
2022 Q1	$1.72M	Buy	20,263 +183	+0.9%	+$14.7K	0.12%	163
2021 Q4	$1.88M	Buy	20,080 +665	+3%	+$57.5K	0.12%	155
2021 Q3	$1.52M	Sell	19,415 -2,449	-11%	-$198K	0.11%	175
2021 Q2	$1.6M	Buy	21,864 +849	+4%	+$63.7K	0.12%	154
2021 Q1	$1.59M	Buy	21,015 +364	+2%	+$28.4K	0.12%	157
2020 Q4	$1.59M	Sell	20,651 -809	-4%	-$60.5K	0.13%	144
2020 Q3	$1.49M	Sell	21,460 -1,252	-6%	-$86.4K	0.13%	140
2020 Q2	$1.36M	Buy	22,712 +408	+2%	+$24.4K	0.13%	144
2020 Q1	$1.34M	Buy	22,304 +1,272	+6%	+$80K	0.15%	134
2019 Q4	$1.27M	Buy	21,032 +1,048	+5%	+$61.2K	0.12%	174
2019 Q3	$1.16M	Sell	19,984 -48	-0.2%	-$2.6K	0.12%	169
2019 Q2	$1.03M	Sell	20,032 -1,916	-9%	-$94.3K	0.11%	181
2019 Q1	$1.06M	Buy	21,948 +7,436	+51%	+$340K	0.12%	175
2018 Q4	$631K	Buy	14,512 +7,196	+98%	+$315K	0.08%	218
2018 Q3	$306K	Buy	7,316 +352	+5%	+$15K	0.04%	344
2018 Q2	$291K	Sell	6,964 -180	-3%	-$7.27K	0.04%	347
2018 Q1	$292K	Buy	7,144 +296	+4%	+$11.4K	0.04%	339
2017 Q4	$267K	Buy	6,848 +264	+4%	+$10.2K	0.03%	358
2017 Q3	$241K	Buy	6,584 +200	+3%	+$7.33K	0.03%	366
2017 Q2	$224K	Sell	6,384 -1,176	-16%	-$40.2K	0.03%	365
2017 Q1	$243K	Buy	7,560 +100	+1%	+$3.14K	0.04%	347
2016 Q4	$223K	Buy	7,460 +56	+0.8%	+$1.67K	0.09%	217
2016 Q3	$226K	Buy	7,404 +24	+0.3%	+$756	0.1%	185
2016 Q2	$241K	Buy	+7,380	New	+$222K	0.12%	172

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

Comerica Securities's NEE Position: Q3 2023 in Review

Comerica Securities increased its NextEra Energy (NEE) stake by 0.64% in Q3 2023, buying an estimated $14.1K and bringing the position to 31,934 shares worth $1.83M. The position accounts for 0.15% of the portfolio, ranked #137.

Comerica Securities first reported a position in NEE in Q2 2016 and has held it in 30 quarters since. The position peaked at $2.35M in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Comerica Securities held 31,934 shares of NextEra Energy worth $1.83M as of Q3 2023.
Comerica Securities bought 203 NextEra Energy shares in Q3 2023, an estimated $14.1K.
NextEra Energy made up 0.15% of Comerica Securities's portfolio in Q3 2023, its #137 holding.
Comerica Securities first reported a position in NextEra Energy in Q2 2016 and has held it in 30 quarters since.
Comerica Securities's NextEra Energy position peaked at $2.35M in Q2 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.