Icon Wealth Partners’s NextEra Energy NEE Stock Holding History

Icon Wealth Partners’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	$1.79M	Sell	31,285 -14,448	-32%	-$1M	0.2%	88
2023 Q2	$3.39M	Sell	45,733 -11,613	-20%	-$879K	0.36%	58
2023 Q1	$4.42M	Buy	+57,346	New	+$4.41M	0.48%	48
2022 Q2	$5.09M	Sell	65,705 -8,175	-11%	-$622K	0.61%	36
2022 Q1	$6.26M	Buy	73,880 +1,961	+3%	+$157K	0.62%	38
2021 Q4	$6.71M	Buy	71,919 +32	+0%	+$2.77K	0.67%	37
2021 Q3	$5.64M	Sell	71,887 -6,487	-8%	-$523K	0.6%	44
2021 Q2	$5.74M	Buy	78,374 +5,454	+7%	+$409K	0.62%	41
2021 Q1	$5.51M	Sell	72,920 -5,520	-7%	-$431K	0.69%	33
2020 Q4	$6.05M	Buy	78,440 +11,228	+17%	+$840K	0.96%	19
2020 Q3	$4.66M	Buy	+67,212	New	+$4.64M	0.9%	22
2019 Q2	–	Sell	-124	Closed	-$6K	–	561
2019 Q1	$6K	Buy	+124	New	+$5.67K	﹤0.01%	738
2018 Q3	–	Sell	-436	Closed	-$18K	–	573
2018 Q2	$18K	Buy	+436	New	+$17.6K	0.01%	611
2018 Q1	–	Sell	-2,336	Closed	-$91K	–	574
2017 Q4	$91K	Buy	+2,336	New	+$90.2K	0.05%	290

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

Icon Wealth Partners's NEE Position: Q3 2023 in Review

Icon Wealth Partners reduced its NextEra Energy (NEE) stake by 32% in Q3 2023, selling an estimated $1M and leaving 31,285 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #88.

Icon Wealth Partners first reported a position in NEE in Q4 2017 and has held it in 14 quarters since. The position peaked at $6.71M in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Icon Wealth Partners held 31,285 shares of NextEra Energy worth $1.79M as of Q3 2023.
Icon Wealth Partners sold 14,448 NextEra Energy shares in Q3 2023, an estimated $1M.
NextEra Energy made up 0.2% of Icon Wealth Partners's portfolio in Q3 2023, its #88 holding.
Icon Wealth Partners first reported a position in NextEra Energy in Q4 2017 and has held it in 14 quarters since.
Icon Wealth Partners's NextEra Energy position peaked at $6.71M in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.