Connectus Wealth’s NextEra Energy NEE Stock Holding History

Connectus 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
2024 Q1	$421K	Sell	6,595 -67,263	-91%	-$3.94M	0.01%	297
2023 Q4	$4.49M	Sell	73,858 -8,668	-11%	-$494K	0.09%	178
2023 Q3	$4.73M	Buy	82,526 +724	+0.9%	+$50.1K	0.11%	171
2023 Q2	$6.07M	Buy	81,802 +50,057	+158%	+$3.79M	0.14%	129
2023 Q1	$2.45M	Sell	31,745 -939	-3%	-$72.2K	0.06%	205
2022 Q4	$2.73M	Buy	32,684 +2,365	+8%	+$191K	0.06%	184
2022 Q3	$2.38M	Sell	30,319 -79,109	-72%	-$6.71M	0.05%	248
2022 Q2	$8.48M	Buy	109,428 +81,115	+286%	+$6.18M	0.19%	118
2022 Q1	$2.64M	Sell	28,313 -1,081	-4%	-$86.6K	0.08%	137
2021 Q4	$2.75M	Buy	+29,394	New	+$2.54M	0.11%	109

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Connectus Wealth's NEE Position: Q1 2024 in Review

Connectus Wealth reduced its NextEra Energy (NEE) stake by 91% in Q1 2024, selling an estimated $3.94M and leaving 6,595 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #297.

Connectus Wealth first reported a position in NEE in Q4 2021 and has held it in 10 quarters since. The position peaked at $8.48M in Q2 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Connectus Wealth held 6,595 shares of NextEra Energy worth $421K as of Q1 2024.
Connectus Wealth sold 67,263 NextEra Energy shares in Q1 2024, an estimated $3.94M.
NextEra Energy made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #297 holding.
Connectus Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's NextEra Energy position peaked at $8.48M in Q2 2022.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.