Delphia (USA)’s NextEra Energy NEE Stock Holding History

Delphia (USA)’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	-8,741	Closed	-$649K	–	123
2023 Q2	$649K	Buy	+8,741	New	+$662K	1.02%	10
2023 Q1	–	Sell	-6,447	Closed	-$539K	–	313
2022 Q4	$539K	Buy	+6,447	New	+$521K	0.62%	38
2022 Q3	–	Sell	-10,168	Closed	-$788K	–	375
2022 Q2	$788K	Buy	10,168 +3,379	+50%	+$257K	0.54%	40
2022 Q1	$575K	Buy	+6,789	New	+$544K	0.43%	59

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

Delphia (USA)'s NEE Position: Q3 2023 in Review

Delphia (USA) sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 8,741 shares — an estimated $649K sold.

Delphia (USA) first reported a position in NEE in Q1 2022 and held it in 4 quarters. The position peaked at $788K in Q2 2022. 2,310 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Delphia (USA) reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Delphia (USA) sold 8,741 NextEra Energy shares in Q3 2023, an estimated $649K.
Delphia (USA) first reported a position in NextEra Energy in Q1 2022 and held it in 4 quarters.
Delphia (USA)'s NextEra Energy position peaked at $788K in Q2 2022.
2,310 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.