Eudaimonia Advisors’s NextEra Energy NEE Stock Holding History

Eudaimonia Advisors’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 Q3	–	Sell	-3,304	Closed	-$245K	–	145
2023 Q2	$245K	Buy	3,304 +10	+0.3%	+$757	0.16%	133
2023 Q1	$254K	Buy	3,294 +160	+5%	+$12.3K	0.17%	132
2022 Q4	$262K	Sell	3,134 -30	-0.9%	-$2.42K	0.18%	120
2022 Q3	$248K	Sell	3,164 -30	-0.9%	-$2.54K	0.17%	123
2022 Q2	$247K	Sell	3,194 -236	-7%	-$18K	0.17%	132
2022 Q1	$291K	Buy	3,430 +36	+1%	+$2.88K	0.17%	127
2021 Q4	$317K	Buy	+3,394	New	+$293K	0.19%	119

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eudaimonia Advisors's NEE Position: Q3 2023 in Review

Eudaimonia Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,304 shares — an estimated $245K sold.

Eudaimonia Advisors first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $317K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Eudaimonia Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Eudaimonia Advisors sold 3,304 NextEra Energy shares in Q3 2023, an estimated $245K.
Eudaimonia Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
Eudaimonia Advisors's NextEra Energy position peaked at $317K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Eudaimonia Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.