Corrigan Financial’s NextEra Energy NEE Stock Holding History

Corrigan Financial’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	–	Sell	-3,549	Closed	-$263K	–	64
2023 Q2	$263K	Sell	3,549 -268	-7%	-$20.3K	0.08%	61
2023 Q1	$294K	Buy	3,817 +6	+0.2%	+$461	0.1%	62
2022 Q4	$319K	Buy	3,811 +4	+0.1%	+$323	0.12%	60
2022 Q3	$299K	Buy	3,807 +824	+28%	+$69.9K	0.11%	60
2022 Q2	$231K	Buy	2,983 +341	+13%	+$26K	0.08%	67
2022 Q1	$224K	Buy	2,642 +4	+0.2%	+$321	0.07%	78
2021 Q4	$246K	Buy	2,638 +4	+0.2%	+$346	0.07%	71
2021 Q3	$207K	Buy	+2,634	New	+$212K	0.06%	79

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

Corrigan Financial's NEE Position: Q3 2023 in Review

Corrigan Financial sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,549 shares — an estimated $263K sold.

Corrigan Financial first reported a position in NEE in Q3 2021 and held it in 8 quarters. The position peaked at $319K in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Corrigan Financial reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Corrigan Financial sold 3,549 NextEra Energy shares in Q3 2023, an estimated $263K.
Corrigan Financial first reported a position in NextEra Energy in Q3 2021 and held it in 8 quarters.
Corrigan Financial's NextEra Energy position peaked at $319K in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Corrigan Financial's 13F filing for Q3 2023, filed 16 Oct 2023.