DFPG Investments’s NextEra Energy NEE Stock Holding History

DFPG Investments’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 Q4	$519K	Buy	8,372 +72	+0.9%	+$4.1K	0.04%	395
2023 Q3	$454K	Sell	8,300 -2,098	-20%	-$145K	0.04%	369
2023 Q2	$750K	Buy	10,398 +1,029	+11%	+$77.9K	0.07%	285
2023 Q1	$722K	Buy	9,369 +941	+11%	+$72.4K	0.08%	262
2022 Q4	$716K	Buy	+8,428	New	+$681K	0.12%	196
2020 Q4	–	Sell	-2,744	Closed	-$204K	–	180
2020 Q3	$204K	Buy	+2,744	New	+$189K	0.11%	156

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DFPG Investments's NEE Position: Q4 2023 in Review

DFPG Investments increased its NextEra Energy (NEE) stake by 0.87% in Q4 2023, buying an estimated $4.1K and bringing the position to 8,372 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #395.

DFPG Investments first reported a position in NEE in Q3 2020 and has held it in 6 quarters since. The position peaked at $750K in Q2 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

DFPG Investments held 8,372 shares of NextEra Energy worth $519K as of Q4 2023.
DFPG Investments bought 72 NextEra Energy shares in Q4 2023, an estimated $4.1K.
NextEra Energy made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #395 holding.
DFPG Investments first reported a position in NextEra Energy in Q3 2020 and has held it in 6 quarters since.
DFPG Investments's NextEra Energy position peaked at $750K in Q2 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.