Insight Wealth Partners’s NextEra Energy NEE Stock Holding History

Insight 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
2022 Q2	–	Sell	-3,274	Closed	-$277K	–	71
2022 Q1	$277K	Sell	3,274 -1,236	-27%	-$99.1K	0.15%	63
2021 Q4	$421K	Buy	+4,510	New	+$390K	0.08%	53

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Insight Wealth Partners's NEE Position: Q2 2022 in Review

Insight Wealth Partners sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 3,274 shares — an estimated $277K sold.

Insight Wealth Partners first reported a position in NEE in Q4 2021 and held it in 2 quarters. The position peaked at $421K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Insight Wealth Partners reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Insight Wealth Partners sold 3,274 NextEra Energy shares in Q2 2022, an estimated $277K.
Insight Wealth Partners first reported a position in NextEra Energy in Q4 2021 and held it in 2 quarters.
Insight Wealth Partners's NextEra Energy position peaked at $421K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Insight Wealth Partners's 13F filing for Q2 2022, filed 13 Jul 2022.