Engrave Wealth Partners’s NextEra Energy NEE Stock Holding History

Engrave Wealth Partners’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	$374K	Buy	6,163 +186	+3%	+$10.6K	0.11%	55
2023 Q3	$342K	Buy	5,977 +192	+3%	+$13.3K	0.11%	50
2023 Q2	$429K	Sell	5,785 -76	-1%	-$5.75K	0.14%	42
2023 Q1	$456K	Sell	5,861 -41	-0.7%	-$3.15K	0.15%	41
2022 Q4	$495K	Buy	+5,902	New	+$477K	0.17%	43
2022 Q1	–	Sell	-2,214	Closed	-$207K	–	67
2021 Q4	$207K	Sell	2,214 -5,192	-70%	-$449K	0.06%	65
2021 Q3	$582K	Hold	7,406	–	–	0.17%	43
2021 Q2	$543K	Buy	+7,406	New	+$556K	0.16%	48
2020 Q3	–	Sell	-3,072	Closed	-$184K	–	297
2020 Q2	$184K	Sell	3,072 -532	-15%	-$31.8K	0.16%	53
2020 Q1	$216K	Sell	3,604 -284	-7%	-$17.9K	0.25%	34
2019 Q4	$235K	Buy	+3,888	New	+$227K	0.23%	40

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

Engrave Wealth Partners's NEE Position: Q4 2023 in Review

Engrave Wealth Partners increased its NextEra Energy (NEE) stake by 3.1% in Q4 2023, buying an estimated $10.6K and bringing the position to 6,163 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #55.

Engrave Wealth Partners first reported a position in NEE in Q4 2019 and has held it in 11 quarters since. The position peaked at $582K in Q3 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Engrave Wealth Partners held 6,163 shares of NextEra Energy worth $374K as of Q4 2023.
Engrave Wealth Partners bought 186 NextEra Energy shares in Q4 2023, an estimated $10.6K.
NextEra Energy made up 0.11% of Engrave Wealth Partners's portfolio in Q4 2023, its #55 holding.
Engrave Wealth Partners first reported a position in NextEra Energy in Q4 2019 and has held it in 11 quarters since.
Engrave Wealth Partners's NextEra Energy position peaked at $582K in Q3 2021.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.