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Coppell Advisory Solutions Corp’s NextEra Energy NEE Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-589
Closed -$49.2K – 756
2022
Q4 		$49.2K Buy
+589
New +$47.6K 0.02% 300

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Coppell Advisory Solutions Corp's NEE Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 589 shares — an estimated $49.2K sold.

Coppell Advisory Solutions Corp first reported a position in NEE in Q4 2022 and held it in 1 quarter. The position peaked at $49.2K in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 589 NextEra Energy shares in Q1 2023, an estimated $49.2K.
  • Coppell Advisory Solutions Corp first reported a position in NextEra Energy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's NextEra Energy position peaked at $49.2K in Q4 2022.
  • 2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.