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Financial Architects (New Jersey)’s NextEra Energy NEE Stock Holding History

Financial Architects (New Jersey)’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 		$1.39M Sell
18,682
-776
-4% -$58.7K 0.21% 105
2023
Q1 		$1.5M Buy
19,458
+837
+4% +$64.4K 0.24% 100
2022
Q4 		$1.56M Buy
18,621
+20
+0.1% +$1.62K 0.26% 93
2022
Q3 		$1.46M Buy
+18,601
New +$1.58M 0.25% 94
2022
Q2 		– Sell
-19,388
Closed -$1.64M – 179
2022
Q1 		$1.64M Sell
19,388
-976
-5% -$78.2K 0.24% 104
2021
Q4 		$1.9M Sell
20,364
-1,580
-7% -$137K 0.26% 95
2021
Q3 		$1.72M Buy
21,944
+1,376
+7% +$111K 0.25% 97
2021
Q2 		$1.51M Sell
20,568
-100
-0.5% -$7.5K 0.22% 104
2021
Q1 		$1.56M Sell
20,668
-374
-2% -$29.2K 0.24% 92
2020
Q4 		$1.62M Sell
21,042
-4,874
-19% -$365K 0.3% 75
2020
Q3 		$1.8M Buy
25,916
+20
+0.1% +$1.38K 0.4% 58
2020
Q2 		$1.55M Sell
25,896
-3,692
-12% -$221K 0.36% 63
2020
Q1 		$1.78M Sell
29,588
-2,280
-7% -$143K 0.49% 48
2019
Q4 		$1.93M Buy
31,868
+44
+0.1% +$2.57K 0.42% 55
2019
Q3 		$1.85M Buy
31,824
+1,224
+4% +$66.2K 0.43% 51
2019
Q2 		$1.57M Sell
30,600
-3,288
-10% -$162K 0.29% 72
2019
Q1 		$1.64M Sell
33,888
-252
-0.7% -$11.5K 0.28% 74
2018
Q4 		$1.48M Buy
34,140
+3,840
+13% +$168K 0.28% 68
2018
Q3 		$1.27M Buy
30,300
+5,976
+25% +$254K 0.21% 93
2018
Q2 		$1.01M Buy
24,324
+2,796
+13% +$113K 0.18% 100
2018
Q1 		$879K Sell
21,528
-664
-3% -$25.6K 0.17% 98
2017
Q4 		$866K Sell
22,192
-528
-2% -$20.4K 0.14% 110
2017
Q3 		$832K Sell
22,720
-376
-2% -$13.8K 0.15% 114
2017
Q2 		$809K Sell
23,096
-1,704
-7% -$58.2K 0.15% 109
2017
Q1 		$795K Sell
24,800
-304
-1% -$9.56K 0.14% 112
2016
Q4 		$750K Sell
25,104
-1,556
-6% -$46.5K 0.18% 105
2016
Q3 		$815K Sell
26,660
-1,800
-6% -$56.7K 0.22% 93
2016
Q2 		$927K Buy
28,460
+2,276
+9% +$68.3K 0.26% 80
2016
Q1 		$775K Sell
26,184
-592
-2% -$16.6K 0.28% 79
2015
Q4 		$695K Buy
26,776
+404
+2% +$10.2K 0.28% 85
2015
Q3 		$643K Sell
26,372
-3,596
-12% -$91.4K 0.27% 83
2015
Q2 		$734K Sell
29,968
-1,924
-6% -$48.9K 0.26% 73
2015
Q1 		$830K Buy
31,892
+4,348
+16% +$115K 0.32% 67
2014
Q4 		$732K Buy
+27,544
New +$696K 0.32% 66
2014
Q3 		– Sell
-28,836
Closed -$739K – 955
2014
Q2 		$739K Buy
28,836
+16
+0.1% +$389 0.36% 62
2014
Q1 		$689K Sell
28,820
-1,716
-6% -$38.9K 0.41% 63
2013
Q4 		$654K Buy
30,536
+4,936
+19% +$104K 0.38% 64
2013
Q3 		$512K Sell
25,600
-112
-0.4% -$2.31K 0.33% 66
2013
Q2 		$521K Buy
+25,712
New +$510K 0.38% 59

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

Financial Architects (New Jersey)'s NEE Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its NextEra Energy (NEE) stake by 4% in Q2 2023, selling an estimated $58.7K and leaving 18,682 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #105.

Financial Architects (New Jersey) first reported a position in NEE in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.93M in Q4 2019. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Financial Architects (New Jersey) held 18,682 shares of NextEra Energy worth $1.39M as of Q2 2023.
  • Financial Architects (New Jersey) sold 776 NextEra Energy shares in Q2 2023, an estimated $58.7K.
  • NextEra Energy made up 0.21% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #105 holding.
  • Financial Architects (New Jersey) first reported a position in NextEra Energy in Q2 2013 and has held it in 39 quarters since.
  • Financial Architects (New Jersey)'s NextEra Energy position peaked at $1.93M in Q4 2019.
  • 2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.