Independent Solutions Wealth Management’s NextEra Energy NEE Stock Holding History

Independent Solutions 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	-4,737	Closed	-$351K	–	218
2023 Q2	$351K	Sell	4,737 -481	-9%	-$36.4K	0.09%	152
2023 Q1	$402K	Sell	5,218 -66	-1%	-$5.08K	0.12%	133
2022 Q4	$442K	Sell	5,284 -56	-1%	-$4.52K	0.13%	128
2022 Q3	$419K	Buy	+5,340	New	+$453K	0.14%	130
2021 Q1	–	Sell	-3,130	Closed	-$241K	–	194
2020 Q4	$241K	Buy	+3,130	New	+$234K	0.08%	165

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

Independent Solutions Wealth Management's NEE Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 4,737 shares — an estimated $351K sold.

Independent Solutions Wealth Management first reported a position in NEE in Q4 2020 and held it in 5 quarters. The position peaked at $442K in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Independent Solutions Wealth Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 4,737 NextEra Energy shares in Q3 2023, an estimated $351K.
Independent Solutions Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 5 quarters.
Independent Solutions Wealth Management's NextEra Energy position peaked at $442K in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.