Domani Wealth’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $767K | Hold |
9,951
| – | – | 0.18% | 58 |
|
|
2022
Q4 | $832K | Hold |
9,951
| – | – | 0.21% | 53 |
|
|
2022
Q3 | $780K | Hold |
9,951
| – | – | 0.23% | 46 |
|
|
2022
Q2 | $771K | Sell |
9,951
-5,544
| -36% | -$422K | 0.21% | 49 |
|
|
2022
Q1 | $1.31M | Sell |
15,495
-32
| -0.2% | -$2.56K | 0.28% | 40 |
|
|
2021
Q4 | $1.45M | Buy |
15,527
+397
| +3% | +$34.3K | 0.28% | 38 |
|
|
2021
Q3 | $1.19M | Hold |
15,130
| – | – | 0.25% | 42 |
|
|
2021
Q2 | $1.11M | Buy |
15,130
+1,000
| +7% | +$75K | 0.22% | 44 |
|
|
2021
Q1 | $1.07M | Buy |
14,130
+1,050
| +8% | +$81.9K | 0.21% | 47 |
|
|
2020
Q4 | $1.01M | Hold |
13,080
| – | – | 0.21% | 45 |
|
|
2020
Q3 | $908K | Buy |
13,080
+1,128
| +9% | +$77.9K | 0.2% | 47 |
|
|
2020
Q2 | $718K | Hold |
11,952
| – | – | 0.17% | 54 |
|
|
2020
Q1 | $719K | Buy |
11,952
+2,716
| +29% | +$171K | 0.19% | 55 |
|
|
2019
Q4 | $559K | Hold |
9,236
| – | – | 0.18% | 58 |
|
|
2019
Q3 | $538K | Buy |
9,236
+156
| +2% | +$8.44K | 0.2% | 58 |
|
|
2019
Q2 | $465K | Buy |
9,080
+80
| +0.9% | +$3.94K | 0.17% | 60 |
|
|
2019
Q1 | $435K | Hold |
9,000
| – | – | 0.18% | 61 |
|
|
2018
Q4 | $391K | Hold |
9,000
| – | – | 0.18% | 63 |
|
|
2018
Q3 | $377K | Hold |
9,000
| – | – | 0.16% | 66 |
|
|
2018
Q2 | $376K | Hold |
9,000
| – | – | 0.17% | 69 |
|
|
2018
Q1 | $367K | Hold |
9,000
| – | – | 0.16% | 70 |
|
|
2017
Q4 | $351K | Hold |
9,000
| – | – | 0.15% | 72 |
|
|
2017
Q3 | $330K | Hold |
9,000
| – | – | 0.14% | 74 |
|
|
2017
Q2 | $315K | Hold |
9,000
| – | – | 0.13% | 74 |
|
|
2017
Q1 | $289K | Hold |
9,000
| – | – | 0.12% | 77 |
|
|
2016
Q4 | $269K | Hold |
9,000
| – | – | 0.11% | 83 |
|
|
2016
Q3 | $275K | Hold |
9,000
| – | – | 0.1% | 94 |
|
|
2016
Q2 | $293K | Hold |
9,000
| – | – | 0.11% | 88 |
|
|
2016
Q1 | $266K | Sell |
9,000
-1,500
| -14% | -$42.1K | 0.1% | 101 |
|
|
2015
Q4 | $273K | Hold |
10,500
| – | – | 0.11% | 100 |
|
|
2015
Q3 | $256K | Hold |
10,500
| – | – | 0.14% | 81 |
|
|
2015
Q2 | $257K | Buy |
10,500
+9,408
| +862% | +$239K | 0.14% | 78 |
|
|
2015
Q1 | $2.63K | Buy |
+1,092
| New | +$28.8K | 0.04% | 83 |
|
Other funds holding NEE
Domani Wealth's NEE Position: Q1 2023 in Review
Domani Wealth held its NextEra Energy (NEE) position steady in Q1 2023 at 9,951 shares worth $767K. The position accounts for 0.18% of the portfolio, ranked #58.
Domani Wealth first reported a position in NEE in Q1 2015 and has held it in 33 quarters since. The position peaked at $1.45M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.
- Domani Wealth held 9,951 shares of NextEra Energy worth $767K as of Q1 2023.
- Domani Wealth left its NextEra Energy share count unchanged in Q1 2023.
- NextEra Energy made up 0.18% of Domani Wealth's portfolio in Q1 2023, its #58 holding.
- Domani Wealth first reported a position in NextEra Energy in Q1 2015 and has held it in 33 quarters since.
- Domani Wealth's NextEra Energy position peaked at $1.45M in Q4 2021.
- 2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.