First Capital Advisors Group’s NextEra Energy NEE Stock Holding History

First Capital Advisors 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 Q2	$17.7K	Buy	+239	New	+$18.1K	0.01%	445
2018 Q2	–	Sell	-388	Closed	-$16K	–	555
2018 Q1	$16K	Buy	+388	New	+$15K	0.01%	474

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

First Capital Advisors Group's NEE Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in NextEra Energy (NEE) in Q2 2023: 239 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in NEE as recently as Q1 2018.

First Capital Advisors Group first reported a position in NEE in Q1 2018 and has held it in 2 quarters since. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

First Capital Advisors Group held 239 shares of NextEra Energy worth $17.7K as of Q2 2023.
NextEra Energy was a new First Capital Advisors Group position in Q2 2023.
NextEra Energy made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #445 holding.
First Capital Advisors Group first reported a position in NextEra Energy in Q1 2018 and has held it in 2 quarters since.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.