FirstPurpose Wealth’s NextEra Energy NEE Stock Holding History

FirstPurpose Wealth’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
2022 Q4	–	Sell	-2,822	Closed	-$221K	–	188
2022 Q3	$221K	Buy	2,822 +96	+4%	+$8.14K	0.15%	129
2022 Q2	$211K	Buy	2,726 +195	+8%	+$14.8K	0.14%	127
2022 Q1	$214K	Buy	2,531 +209	+9%	+$16.8K	0.17%	123
2021 Q4	$217K	Buy	+2,322	New	+$201K	0.14%	128

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FirstPurpose Wealth's NEE Position: Q4 2022 in Review

FirstPurpose Wealth sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 2,822 shares — an estimated $221K sold.

FirstPurpose Wealth first reported a position in NEE in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q3 2022. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

FirstPurpose Wealth reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
FirstPurpose Wealth sold 2,822 NextEra Energy shares in Q4 2022, an estimated $221K.
FirstPurpose Wealth first reported a position in NextEra Energy in Q4 2021 and held it in 4 quarters.
FirstPurpose Wealth's NextEra Energy position peaked at $221K in Q3 2022.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on FirstPurpose Wealth's 13F filing for Q4 2022, filed 26 Jan 2023.