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Highland Private Wealth Management’s NextEra Energy NEE Stock Holding History

Highland Private 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
2022
Q4 		– Sell
-9,286
Closed -$728K – 104
2022
Q3 		$728K Buy
9,286
+1,920
+26% +$163K 0.12% 69
2022
Q2 		$571K Buy
7,366
+209
+3% +$15.9K 0.09% 86
2022
Q1 		$606K Sell
7,157
-295
-4% -$23.6K 0.08% 86
2021
Q4 		$696K Buy
7,452
+519
+7% +$44.9K 0.09% 81
2021
Q3 		$544K Sell
6,933
-1,140
-14% -$91.9K 0.08% 87
2021
Q2 		$592K Buy
8,073
+41
+0.5% +$3.08K 0.09% 81
2021
Q1 		$607K Buy
8,032
+876
+12% +$68.4K 0.1% 76
2020
Q4 		$552K Buy
7,156
+404
+6% +$30.2K 0.1% 74
2020
Q3 		$469K Buy
6,752
+580
+9% +$40K 0.09% 77
2020
Q2 		$371K Buy
6,172
+972
+19% +$58.2K 0.08% 84
2020
Q1 		$313K Buy
5,200
+160
+3% +$10.1K 0.09% 81
2019
Q4 		$305K Sell
5,040
-56
-1% -$3.27K 0.07% 94
2019
Q3 		$297K Buy
5,096
+84
+2% +$4.55K 0.08% 84
2019
Q2 		$257K Buy
5,012
+564
+13% +$27.8K 0.07% 98
2019
Q1 		$215K Buy
+4,448
New +$203K 0.07% 106

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Highland Private Wealth Management's NEE Position: Q4 2022 in Review

Highland Private Wealth Management sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 9,286 shares — an estimated $728K sold.

Highland Private Wealth Management first reported a position in NEE in Q1 2019 and held it in 15 quarters. The position peaked at $728K in Q3 2022. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • Highland Private Wealth Management reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 9,286 NextEra Energy shares in Q4 2022, an estimated $728K.
  • Highland Private Wealth Management first reported a position in NextEra Energy in Q1 2019 and held it in 15 quarters.
  • Highland Private Wealth Management's NextEra Energy position peaked at $728K in Q3 2022.
  • 2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.