EA Series Trust’s NextEra Energy NEE Stock Holding History

EA Series Trust’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 Q2	$1.23M	Buy	+16,576	New	+$1.25M	0.04%	554

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

EA Series Trust's NEE Position: Q2 2023 in Review

EA Series Trust opened a new position in NextEra Energy (NEE) in Q2 2023: 16,576 shares worth $1.23M. The stake represents 0.04% of the portfolio and ranks #554 among its holdings.

2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

EA Series Trust held 16,576 shares of NextEra Energy worth $1.23M as of Q2 2023.
NextEra Energy was a new EA Series Trust position in Q2 2023.
NextEra Energy made up 0.04% of EA Series Trust's portfolio in Q2 2023, its #554 holding.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.