Independent Wealth Network’s NextEra Energy NEE Stock Holding History

Independent Wealth Network’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	-4,652	Closed	-$345K	–	205
2023 Q2	$345K	Sell	4,652 -82	-2%	-$6.21K	0.21%	127
2023 Q1	$365K	Buy	4,734 +252	+6%	+$19.4K	0.23%	108
2022 Q4	$375K	Sell	4,482 -209	-4%	-$16.9K	0.26%	98
2022 Q3	$368K	Sell	4,691 -3	-0.1%	-$255	0.29%	92
2022 Q2	$364K	Sell	4,694 -231	-5%	-$17.6K	0.26%	102
2022 Q1	$417K	Sell	4,925 -46	-0.9%	-$3.69K	0.26%	102
2021 Q4	$464K	Buy	4,971 +6	+0.1%	+$519	0.29%	95
2021 Q3	$423K	Buy	+4,965	New	+$400K	0.28%	108

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 Wealth Network's NEE Position: Q3 2023 in Review

Independent Wealth Network sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 4,652 shares — an estimated $345K sold.

Independent Wealth Network first reported a position in NEE in Q3 2021 and held it in 8 quarters. The position peaked at $464K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Independent Wealth Network reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Independent Wealth Network sold 4,652 NextEra Energy shares in Q3 2023, an estimated $345K.
Independent Wealth Network first reported a position in NextEra Energy in Q3 2021 and held it in 8 quarters.
Independent Wealth Network's NextEra Energy position peaked at $464K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Independent Wealth Network's 13F filing for Q3 2023, filed 11 Oct 2023.