Foster Dykema Cabot & Co’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$103K Buy
1,790
+66
+4% +$4.57K 0.01% 137
2023
Q2
$128K Buy
1,724
+528
+44% +$40K 0.02% 124
2023
Q1
$92K Buy
+1,196
New +$92K 0.01% 126

Other funds holding NEE

Foster Dykema Cabot & Co's NEE Position: Q3 2023 in Review

Foster Dykema Cabot & Co increased its NextEra Energy (NEE) stake by 3.8% in Q3 2023, buying an estimated $4.57K and bringing the position to 1,790 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #137.

Foster Dykema Cabot & Co first reported a position in NEE in Q1 2023 and has held it in 3 quarters since. The position peaked at $128K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Foster Dykema Cabot & Co held 1,790 shares of NextEra Energy worth $103K as of Q3 2023.
  • Foster Dykema Cabot & Co bought 66 NextEra Energy shares in Q3 2023, an estimated $4.57K.
  • NextEra Energy made up 0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #137 holding.
  • Foster Dykema Cabot & Co first reported a position in NextEra Energy in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's NextEra Energy position peaked at $128K in Q2 2023.
  • 2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.