HWG Holdings’s NextEra Energy NEE Stock Holding History

HWG Holdings’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	-10	Closed	-$771	–	151
2023 Q1	$771	Sell	10 -992	-99%	-$76.3K	﹤0.01%	102
2022 Q4	$84K	Sell	1,002 -1,131	-53%	-$91.4K	0.05%	55
2022 Q3	$167K	Buy	+2,133	New	+$181K	0.12%	38
2022 Q1	$1.45M	Sell	17,159 -7,902	-32%	-$633K	0.72%	22
2021 Q4	$2.34M	Buy	+25,061	New	+$2.17M	1.02%	28
2021 Q2	$804K	Buy	10,970 +6,904	+170%	+$518K	0.35%	48
2021 Q1	$307K	Sell	4,066 -782	-16%	-$61K	0.15%	49
2020 Q4	$374K	Sell	4,848 -128	-3%	-$9.57K	0.19%	59
2020 Q3	$345K	Buy	4,976 +1,204	+32%	+$83.1K	0.31%	53
2020 Q2	$226K	Buy	+3,772	New	+$226K	0.18%	58
2019 Q4	$195K	Buy	3,216 +948	+42%	+$55.3K	0.16%	66
2019 Q3	$132K	Buy	+2,268	New	+$123K	0.12%	73

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

HWG Holdings's NEE Position: Q2 2023 in Review

HWG Holdings sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 10 shares — an estimated $771 sold.

HWG Holdings first reported a position in NEE in Q3 2019 and held it in 12 quarters. The position peaked at $2.34M in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

HWG Holdings reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
HWG Holdings sold 10 NextEra Energy shares in Q2 2023, an estimated $771.
HWG Holdings first reported a position in NextEra Energy in Q3 2019 and held it in 12 quarters.
HWG Holdings's NextEra Energy position peaked at $2.34M in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on HWG Holdings's 13F filing for Q2 2023, filed 15 Aug 2023.