Ignite Planners’s NextEra Energy NEE Stock Holding History

Ignite Planners’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 Q4	–	Sell	-4,535	Closed	-$224K	–	320
2023 Q3	$224K	Buy	4,535 +1,211	+36%	+$83.8K	0.07%	284
2023 Q2	$240K	Buy	3,324 +162	+5%	+$12.3K	0.09%	222
2023 Q1	$248K	Buy	3,162 +143	+5%	+$11K	0.1%	213
2022 Q4	$228K	Buy	3,019 +420	+16%	+$33.9K	0.1%	215
2022 Q3	$211K	Buy	+2,599	New	+$220K	0.17%	158

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ignite Planners's NEE Position: Q4 2023 in Review

Ignite Planners sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 4,535 shares — an estimated $224K sold.

Ignite Planners first reported a position in NEE in Q3 2022 and held it in 5 quarters. The position peaked at $248K in Q1 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Ignite Planners reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 4,535 NextEra Energy shares in Q4 2023, an estimated $224K.
Ignite Planners first reported a position in NextEra Energy in Q3 2022 and held it in 5 quarters.
Ignite Planners's NextEra Energy position peaked at $248K in Q1 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.