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Doyle Wealth Management’s NextEra Energy NEE Stock Holding History

Doyle Wealth Management’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
Q3 		$14.7M Sell
187,620
-1,074
-0.6% -$91.1K 1.26% 31
2022
Q2 		$14.6M Buy
188,694
+6,553
+4% +$499K 1.18% 33
2022
Q1 		$15.4M Buy
182,141
+4,999
+3% +$401K 1.11% 37
2021
Q4 		$16.5M Buy
177,142
+2,387
+1% +$206K 1.19% 34
2021
Q3 		$13.7M Buy
174,755
+8,938
+5% +$721K 1.09% 37
2021
Q2 		$12.2M Buy
165,817
+14,702
+10% +$1.1M 1.01% 40
2021
Q1 		$11.4M Buy
151,115
+17,857
+13% +$1.39M 1.09% 36
2020
Q4 		$10.3M Buy
133,258
+12,030
+10% +$900K 1.05% 33
2020
Q3 		$8.41M Buy
121,228
+10,744
+10% +$742K 0.98% 37
2020
Q2 		$6.63M Buy
110,484
+13,392
+14% +$802K 0.87% 42
2020
Q1 		$5.84M Buy
97,092
+8,976
+10% +$564K 0.93% 41
2019
Q4 		$5.33M Buy
88,116
+9,772
+12% +$571K 0.67% 46
2019
Q3 		$4.56M Buy
78,344
+12,308
+19% +$666K 0.63% 45
2019
Q2 		$3.38M Buy
66,036
+2,916
+5% +$143K 0.47% 48
2019
Q1 		$3.03M Buy
63,120
+5,952
+10% +$272K 0.44% 49
2018
Q4 		$2.48M Buy
57,168
+536
+0.9% +$23.4K 0.42% 47
2018
Q3 		$2.37M Sell
56,632
-1,732
-3% -$73.7K 0.37% 50
2018
Q2 		$2.44M Sell
58,364
-26,444
-31% -$1.07M 0.4% 51
2018
Q1 		$3.46M Sell
84,808
-32,924
-28% -$1.27M 0.58% 45
2017
Q4 		$4.6M Sell
117,732
-7,728
-6% -$298K 0.78% 40
2017
Q3 		$4.6M Buy
125,460
+2,016
+2% +$73.9K 0.8% 42
2017
Q2 		$4.32M Buy
123,444
+5,476
+5% +$187K 0.8% 41
2017
Q1 		$3.79M Buy
+117,968
New +$3.71M 0.77% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Doyle Wealth Management's NEE Position: Q3 2022 in Review

Doyle Wealth Management reduced its NextEra Energy (NEE) stake by 0.57% in Q3 2022, selling an estimated $91.1K and leaving 187,620 shares worth $14.7M. The position accounts for 1.26% of the portfolio, ranked #31.

Doyle Wealth Management first reported a position in NEE in Q1 2017 and has held it in 23 quarters since. The position peaked at $16.5M in Q4 2021. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • Doyle Wealth Management held 187,620 shares of NextEra Energy worth $14.7M as of Q3 2022.
  • Doyle Wealth Management sold 1,074 NextEra Energy shares in Q3 2022, an estimated $91.1K.
  • NextEra Energy made up 1.26% of Doyle Wealth Management's portfolio in Q3 2022, its #31 holding.
  • Doyle Wealth Management first reported a position in NextEra Energy in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's NextEra Energy position peaked at $16.5M in Q4 2021.
  • 2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.