Greenspring Advisors’s NextEra Energy NEE Stock Holding History

Greenspring Advisors’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	–	Sell	-3,282	Closed	-$253K	–	105
2023 Q1	$253K	Buy	3,282 +701	+27%	+$53.9K	0.06%	105
2022 Q4	$216K	Hold	2,581	–	–	0.06%	102
2022 Q3	$202K	Hold	2,581	–	–	0.06%	103
2022 Q2	$200K	Sell	2,581 -55	-2%	-$4.19K	0.06%	106
2022 Q1	$223K	Hold	2,636	–	–	0.06%	101
2021 Q4	$246K	Buy	+2,636	New	+$228K	0.06%	100

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

Greenspring Advisors's NEE Position: Q2 2023 in Review

Greenspring Advisors sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 3,282 shares — an estimated $253K sold.

Greenspring Advisors first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $253K in Q1 2023. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Greenspring Advisors reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Greenspring Advisors sold 3,282 NextEra Energy shares in Q2 2023, an estimated $253K.
Greenspring Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
Greenspring Advisors's NextEra Energy position peaked at $253K in Q1 2023.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Greenspring Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.