Elmwood Wealth Management’s NextEra Energy NEE Stock Holding History

Elmwood 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
2023 Q4	–	Sell	-8,520	Closed	-$488K	–	113
2023 Q3	$488K	Buy	8,520 +25	+0.3%	+$1.73K	0.24%	95
2023 Q2	$630K	Sell	8,495 -247	-3%	-$18.7K	0.29%	86
2023 Q1	$674K	Sell	8,742 -528	-6%	-$40.6K	0.32%	86
2022 Q4	$775K	Sell	9,270 -108	-1%	-$8.72K	0.39%	83
2022 Q3	$735K	Sell	9,378 -1,265	-12%	-$107K	0.37%	80
2022 Q2	$824K	Sell	10,643 -75	-0.7%	-$5.71K	0.47%	73
2022 Q1	$908K	Buy	10,718 +2,310	+27%	+$185K	0.47%	73
2021 Q4	$785K	Buy	+8,408	New	+$727K	0.37%	78
2021 Q2	$574K	Buy	7,833 +75	+1%	+$5.63K	0.3%	79
2021 Q1	$587K	Buy	+7,758	New	+$605K	0.36%	75
2020 Q3	$416K	Hold	6,928	–	–	0.34%	72
2020 Q2	$416K	Buy	6,928 +6,848	+8,560%	+$410K	0.34%	72
2020 Q1	$3.27K	Buy	+80	New	+$5.03K	﹤0.01%	236
2019 Q1	–	Sell	-80	Closed	-$3K	–	293
2018 Q4	$3K	Hold	80	–	–	﹤0.01%	263
2018 Q3	$3.35K	Hold	80	–	–	﹤0.01%	247
2018 Q2	$3.34K	Hold	80	–	–	﹤0.01%	237
2018 Q1	$3.27K	Buy	+80	New	+$3.08K	﹤0.01%	236

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Elmwood Wealth Management's NEE Position: Q4 2023 in Review

Elmwood Wealth Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 8,520 shares — an estimated $488K sold.

Elmwood Wealth Management first reported a position in NEE in Q1 2018 and held it in 17 quarters. The position peaked at $908K in Q1 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Elmwood Wealth Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Elmwood Wealth Management sold 8,520 NextEra Energy shares in Q4 2023, an estimated $488K.
Elmwood Wealth Management first reported a position in NextEra Energy in Q1 2018 and held it in 17 quarters.
Elmwood Wealth Management's NextEra Energy position peaked at $908K in Q1 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Elmwood Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.