Elevatus Welath Management’s NextEra Energy NEE Stock Holding History

Elevatus Welath 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
2023 Q3	–	Sell	-3,164	Closed	-$235K	–	81
2023 Q2	$235K	Buy	+3,164	New	+$240K	0.16%	44

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

Elevatus Welath Management's NEE Position: Q3 2023 in Review

Elevatus Welath Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,164 shares — an estimated $235K sold.

Elevatus Welath Management first reported a position in NEE in Q2 2023 and held it in 1 quarter. The position peaked at $235K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Elevatus Welath Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Elevatus Welath Management sold 3,164 NextEra Energy shares in Q3 2023, an estimated $235K.
Elevatus Welath Management first reported a position in NextEra Energy in Q2 2023 and held it in 1 quarter.
Elevatus Welath Management's NextEra Energy position peaked at $235K in Q2 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Elevatus Welath Management's 13F filing for Q3 2023, filed 14 Nov 2023.