Emerson Wealth’s NextEra Energy NEE Stock Holding History

Emerson Wealth’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
2022 Q2	$31K	Hold	400	–	–	0.02%	41
2022 Q1	$34K	Hold	400	–	–	0.02%	41
2021 Q4	$37K	Hold	400	–	–	0.02%	34
2021 Q3	$31K	Hold	400	–	–	0.02%	31
2021 Q2	$29K	Hold	400	–	–	0.02%	32
2021 Q1	$30K	Buy	+400	New	+$31.2K	0.02%	31

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Emerson Wealth's NEE Position: Q2 2022 in Review

Emerson Wealth held its NextEra Energy (NEE) position steady in Q2 2022 at 400 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #41.

Emerson Wealth first reported a position in NEE in Q1 2021 and has held it in 6 quarters since. The position peaked at $37K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Emerson Wealth held 400 shares of NextEra Energy worth $31K as of Q2 2022.
Emerson Wealth left its NextEra Energy share count unchanged in Q2 2022.
NextEra Energy made up 0.02% of Emerson Wealth's portfolio in Q2 2022, its #41 holding.
Emerson Wealth first reported a position in NextEra Energy in Q1 2021 and has held it in 6 quarters since.
Emerson Wealth's NextEra Energy position peaked at $37K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.