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
2018 Q2	–	Sell	-4,000	Closed	-$163K	–	1435
2018 Q1	$163K	Buy	+4,000	New	+$154K	0.03%	338

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

Norges Bank Oslo, Norway $935B AUM

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

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

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.