Elite Wealth Management’s NextEra Energy NEE Stock Holding History

Elite 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
2014 Q4	–	Sell	-88	Closed	-$1K	–	324
2014 Q3	$1K	Buy	+88	New	+$2.13K	﹤0.01%	591

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

Elite Wealth Management's NEE Position: Q2 2023 in Review

Elite Wealth Management sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 5,650 shares — an estimated $435K sold.

Elite Wealth Management first reported a position in NEE in Q2 2013 and held it in 18 quarters. The position peaked at $592K in Q4 2021. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Elite Wealth Management reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Elite Wealth Management sold 5,650 NextEra Energy shares in Q2 2023, an estimated $435K.
Elite Wealth Management first reported a position in NextEra Energy in Q2 2013 and held it in 18 quarters.
Elite Wealth Management's NextEra Energy position peaked at $592K in Q4 2021.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Elite Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.