Goodwin Investment Advisory’s NextEra Energy NEE Stock Holding History

Goodwin Investment Advisory’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	-684	Closed	-$57.2K	–	169
2022 Q4	$57.2K	Hold	684	–	–	0.04%	81
2022 Q3	$54K	Sell	684 -20	-3%	-$1.7K	0.04%	80
2022 Q2	$54.5K	Hold	704	–	–	0.04%	61
2022 Q1	$60K	Sell	704 -293	-29%	-$23.5K	0.04%	71
2021 Q4	$93K	Hold	997	–	–	0.07%	53
2021 Q3	$78K	Hold	997	–	–	0.08%	49
2021 Q2	$73K	Hold	997	–	–	0.08%	50
2021 Q1	$75K	Buy	+997	New	+$77.8K	0.09%	45

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

Goodwin Investment Advisory's NEE Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 684 shares — an estimated $57.2K sold.

Goodwin Investment Advisory first reported a position in NEE in Q1 2021 and held it in 8 quarters. The position peaked at $93K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Goodwin Investment Advisory reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 684 NextEra Energy shares in Q1 2023, an estimated $57.2K.
Goodwin Investment Advisory first reported a position in NextEra Energy in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's NextEra Energy position peaked at $93K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.