Horizons Wealth Management’s NextEra Energy NEE Stock Holding History

Horizons 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 Q3	–	Sell	-24	Closed	-$1.78K	–	206
2023 Q2	$1.78K	Sell	24 -376	-94%	-$28.5K	﹤0.01%	197
2023 Q1	$30.8K	Sell	400 -800	-67%	-$61.5K	0.02%	106
2022 Q4	$100K	Hold	1,200	–	–	0.08%	71
2022 Q3	$94K	Hold	1,200	–	–	0.09%	63
2022 Q2	$108K	Buy	+1,200	New	+$91.4K	0.09%	64

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Horizons Wealth Management's NEE Position: Q3 2023 in Review

Horizons Wealth Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 24 shares — an estimated $1.78K sold.

Horizons Wealth Management first reported a position in NEE in Q2 2022 and held it in 5 quarters. The position peaked at $108K in Q2 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Horizons Wealth Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Horizons Wealth Management sold 24 NextEra Energy shares in Q3 2023, an estimated $1.78K.
Horizons Wealth Management first reported a position in NextEra Energy in Q2 2022 and held it in 5 quarters.
Horizons Wealth Management's NextEra Energy position peaked at $108K in Q2 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.