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Dixon Hughes Goodman Wealth Advisors’s NextEra Energy NEE Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$1.61M Sell
18,989
-178
-0.9% -$14.3K 0.46% 33
2021
Q4 		$1.79M Buy
+19,167
New +$1.66M 0.58% 21

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dixon Hughes Goodman Wealth Advisors's NEE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.93% in Q1 2022, selling an estimated $14.3K and leaving 18,989 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #33.

Dixon Hughes Goodman Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.79M in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 18,989 shares of NextEra Energy worth $1.61M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 178 NextEra Energy shares in Q1 2022, an estimated $14.3K.
  • NextEra Energy made up 0.46% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #33 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's NextEra Energy position peaked at $1.79M in Q4 2021.
  • 2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.