Disciplined Investments’s NextEra Energy NEE Stock Holding History

Disciplined 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 Q3	–	Sell	-607	Closed	-$45K	–	1040
2023 Q2	$45K	Buy	607 +7	+1%	+$530	0.02%	208
2023 Q1	$46.2K	Sell	600 -11	-2%	-$846	0.02%	233
2022 Q4	$51.1K	Sell	611 -12	-2%	-$969	0.03%	198
2022 Q3	$49K	Buy	623 +6	+1%	+$509	0.02%	223
2022 Q2	$48K	Buy	617 +12	+2%	+$914	0.02%	222
2022 Q1	$51K	Buy	605 +65	+12%	+$5.21K	0.02%	221
2021 Q4	$50K	Hold	540	–	–	0.02%	210
2021 Q3	$42K	Hold	540	–	–	0.02%	215
2021 Q2	$40K	Buy	540 +140	+35%	+$10.5K	0.02%	209
2021 Q1	$30K	Hold	400	–	–	0.02%	206
2020 Q4	$31K	Sell	400 -1,748	-81%	-$131K	0.02%	175
2020 Q3	$149K	Hold	2,148	–	–	0.11%	101
2020 Q2	$129K	Hold	2,148	–	–	0.1%	108
2020 Q1	$129K	Sell	2,148 -204	-9%	-$12.8K	0.12%	102
2019 Q4	$142K	Buy	+2,352	New	+$137K	0.12%	102

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

Disciplined Investments's NEE Position: Q3 2023 in Review

Disciplined Investments sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 607 shares — an estimated $45K sold.

Disciplined Investments first reported a position in NEE in Q4 2019 and held it in 15 quarters. The position peaked at $149K in Q3 2020. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Disciplined Investments reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 607 NextEra Energy shares in Q3 2023, an estimated $45K.
Disciplined Investments first reported a position in NextEra Energy in Q4 2019 and held it in 15 quarters.
Disciplined Investments's NextEra Energy position peaked at $149K in Q3 2020.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.