Financial Strategies Group’s NextEra Energy NEE Stock Holding History

Financial Strategies Group’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	–	Sell	-5,338	Closed	-$289K	–	81
2023 Q3	$289K	Hold	5,338	–	–	0.09%	67
2023 Q2	$396K	Buy	5,338 +31	+0.6%	+$2.35K	0.13%	53
2023 Q1	$409K	Buy	5,307 +31	+0.6%	+$2.38K	0.16%	56
2022 Q4	$441K	Buy	5,276 +9	+0.2%	+$727	0.18%	54
2022 Q3	$413K	Buy	5,267 +6	+0.1%	+$509	0.19%	56
2022 Q2	$408K	Buy	5,261 +34	+0.7%	+$2.59K	0.17%	59
2022 Q1	$443K	Buy	5,227 +53	+1%	+$4.25K	0.18%	59
2021 Q4	$483K	Buy	5,174 +21	+0.4%	+$1.81K	0.2%	55
2021 Q3	$405K	Sell	5,153 -179	-3%	-$14.4K	0.18%	55
2021 Q2	$391K	Buy	5,332 +225	+4%	+$16.9K	0.18%	52
2021 Q1	$386K	Buy	5,107 +459	+10%	+$35.8K	0.2%	45
2020 Q4	$359K	Buy	4,648 +24	+0.5%	+$1.79K	0.2%	42
2020 Q3	$321K	Buy	4,624 +20	+0.4%	+$1.38K	0.22%	40
2020 Q2	$276K	Hold	4,604	–	–	0.21%	36
2020 Q1	$277K	Hold	4,604	–	–	0.25%	31
2019 Q4	$279K	Buy	+4,604	New	+$269K	0.22%	39

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

Financial Strategies Group's NEE Position: Q4 2023 in Review

Financial Strategies Group sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 5,338 shares — an estimated $289K sold.

Financial Strategies Group first reported a position in NEE in Q4 2019 and held it in 16 quarters. The position peaked at $483K in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Financial Strategies Group reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Financial Strategies Group sold 5,338 NextEra Energy shares in Q4 2023, an estimated $289K.
Financial Strategies Group first reported a position in NextEra Energy in Q4 2019 and held it in 16 quarters.
Financial Strategies Group's NextEra Energy position peaked at $483K in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Financial Strategies Group's 13F filing for Q4 2023, filed 30 Jan 2024.