Forefront Wealth Management’s NextEra Energy NEE Stock Holding History

Forefront Wealth Management’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 Q1	–	Sell	-31,413	Closed	-$2.63M	–	45
2022 Q4	$2.63M	Buy	31,413 +120	+0.4%	+$9.69K	3.54%	12
2022 Q3	$2.45M	Buy	31,293 +329	+1%	+$27.9K	3.42%	11
2022 Q2	$2.4M	Sell	30,964 -193	-0.6%	-$14.7K	3.23%	12
2022 Q1	$2.64M	Sell	31,157 -200	-0.6%	-$16K	2.61%	18
2021 Q4	$2.93M	Buy	+31,357	New	+$2.71M	2.79%	15

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

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

Forefront Wealth Management's NEE Position: Q1 2023 in Review

Forefront Wealth Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 31,413 shares — an estimated $2.63M sold.

Forefront Wealth Management first reported a position in NEE in Q4 2021 and held it in 5 quarters. The position peaked at $2.93M in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Forefront Wealth Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Forefront Wealth Management sold 31,413 NextEra Energy shares in Q1 2023, an estimated $2.63M.
Forefront Wealth Management first reported a position in NextEra Energy in Q4 2021 and held it in 5 quarters.
Forefront Wealth Management's NextEra Energy position peaked at $2.93M in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Forefront Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.