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Cornerstone Retirement Group’s NextEra Energy NEE Stock Holding History

Cornerstone Retirement Group’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 		$252K Buy
4,397
+40
+0.9% +$2.77K 0.07% 29
2023
Q2 		$323K Buy
4,357
+298
+7% +$22.6K 0.09% 11
2023
Q1 		$313K Hold
4,059
– – 0.09% 8
2022
Q4 		$339K Buy
+4,059
New +$328K 0.1% 5

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cornerstone Retirement Group's NEE Position: Q3 2023 in Review

Cornerstone Retirement Group increased its NextEra Energy (NEE) stake by 0.92% in Q3 2023, buying an estimated $2.77K and bringing the position to 4,397 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #29.

Cornerstone Retirement Group first reported a position in NEE in Q4 2022 and has held it in 4 quarters since. The position peaked at $339K in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Cornerstone Retirement Group held 4,397 shares of NextEra Energy worth $252K as of Q3 2023.
  • Cornerstone Retirement Group bought 40 NextEra Energy shares in Q3 2023, an estimated $2.77K.
  • NextEra Energy made up 0.07% of Cornerstone Retirement Group's portfolio in Q3 2023, its #29 holding.
  • Cornerstone Retirement Group first reported a position in NextEra Energy in Q4 2022 and has held it in 4 quarters since.
  • Cornerstone Retirement Group's NextEra Energy position peaked at $339K in Q4 2022.
  • 2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.