Ifrah Financial Services’s NextEra Energy NEE Stock Holding History

Ifrah Financial Services’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	-3,500	Closed	-$270K	–	212
2023 Q1	$270K	Hold	3,500	–	–	0.09%	161
2022 Q4	$293K	Hold	3,500	–	–	0.1%	155
2022 Q3	$274K	Hold	3,500	–	–	0.09%	154
2022 Q2	$271K	Sell	3,500 -500	-13%	-$38.1K	0.09%	160
2022 Q1	$339K	Hold	4,000	–	–	0.1%	156
2021 Q4	$373K	Hold	4,000	–	–	0.1%	145
2021 Q3	$314K	Hold	4,000	–	–	0.09%	156
2021 Q2	$293K	Sell	4,000 -2,000	-33%	-$150K	0.08%	167
2021 Q1	$454K	Hold	6,000	–	–	0.14%	131
2020 Q4	$463K	Hold	6,000	–	–	0.15%	116
2020 Q3	$416K	Hold	6,000	–	–	0.15%	117
2020 Q2	$360K	Buy	+6,000	New	+$359K	0.13%	127
2017 Q4	–	Sell	-6,400	Closed	-$234K	–	209
2017 Q3	$234K	Hold	6,400	–	–	0.09%	175
2017 Q2	$224K	Hold	6,400	–	–	0.09%	171
2017 Q1	$205K	Buy	+6,400	New	+$201K	0.08%	177
2016 Q3	–	Sell	-6,400	Closed	-$209K	–	214
2016 Q2	$209K	Buy	+6,400	New	+$192K	0.08%	181

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

Ifrah Financial Services's NEE Position: Q2 2023 in Review

Ifrah Financial Services sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 3,500 shares — an estimated $270K sold.

Ifrah Financial Services first reported a position in NEE in Q2 2016 and held it in 16 quarters. The position peaked at $463K in Q4 2020. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Ifrah Financial Services reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Ifrah Financial Services sold 3,500 NextEra Energy shares in Q2 2023, an estimated $270K.
Ifrah Financial Services first reported a position in NextEra Energy in Q2 2016 and held it in 16 quarters.
Ifrah Financial Services's NextEra Energy position peaked at $463K in Q4 2020.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Ifrah Financial Services's 13F filing for Q2 2023, filed 1 Aug 2023.