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Ellevest Inc’s NextEra Energy NEE Stock Holding History

Ellevest Inc’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 		– Sell
-426
Closed -$32.8K – 1168
2023
Q1 		$32.8K Sell
426
-49
-10% -$3.77K ﹤0.01% 718
2022
Q4 		$39.7K Sell
475
-210
-31% -$17K ﹤0.01% 672
2022
Q3 		$54K Buy
685
+210
+44% +$17.8K 0.01% 560
2022
Q2 		$37K Buy
475
+161
+51% +$12.3K ﹤0.01% 625
2022
Q1 		$27K Buy
314
+2
+0.6% +$160 ﹤0.01% 665
2021
Q4 		$29K Buy
312
+1
+0.3% +$86 ﹤0.01% 641
2021
Q3 		$24K Buy
311
+2
+0.6% +$161 ﹤0.01% 630
2021
Q2 		$23K Buy
309
+1
+0.3% +$75 ﹤0.01% 614
2021
Q1 		$23K Buy
308
+2
+0.7% +$156 ﹤0.01% 629
2020
Q4 		$24K Sell
306
-158
-34% -$11.8K ﹤0.01% 594
2020
Q3 		$32K Buy
464
+84
+22% +$5.8K 0.01% 447
2020
Q2 		$23K Sell
380
-272
-42% -$16.3K ﹤0.01% 474
2020
Q1 		$39K Sell
652
-452
-41% -$28.4K 0.01% 277
2019
Q4 		$67K Buy
1,104
+420
+61% +$24.5K 0.02% 140
2019
Q3 		$40K Sell
684
-336
-33% -$18.2K 0.01% 133
2019
Q2 		$52K Sell
1,020
-48
-4% -$2.36K 0.02% 115
2019
Q1 		$52K Buy
1,068
+668
+167% +$30.5K 0.02% 91
2018
Q4 		$17K Buy
+400
New +$17.5K 0.01% 328

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ellevest Inc's NEE Position: Q2 2023 in Review

Ellevest Inc sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 426 shares — an estimated $32.8K sold.

Ellevest Inc first reported a position in NEE in Q4 2018 and held it in 18 quarters. The position peaked at $67K in Q4 2019. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Ellevest Inc reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 426 NextEra Energy shares in Q2 2023, an estimated $32.8K.
  • Ellevest Inc first reported a position in NextEra Energy in Q4 2018 and held it in 18 quarters.
  • Ellevest Inc's NextEra Energy position peaked at $67K in Q4 2019.
  • 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.