Insight Wealth Strategies’s NextEra Energy NEE Stock Holding History

Insight Wealth Strategies’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 Q1	–	Sell	-30,611	Closed	-$2.86M	–	167
2021 Q4	$2.86M	Buy	30,611 +4,239	+16%	+$366K	0.41%	33
2021 Q3	$2.07M	Buy	26,372 +2,179	+9%	+$176K	0.29%	46
2021 Q2	$1.77M	Sell	24,193 -396	-2%	-$29.7K	0.25%	54
2021 Q1	$1.86M	Buy	24,589 +13,663	+125%	+$1.07M	0.25%	58
2020 Q4	$843K	Buy	10,926 +1,022	+10%	+$76.5K	0.14%	84
2020 Q3	$687K	Buy	9,904 +884	+10%	+$61K	0.13%	81
2020 Q2	$542K	Buy	9,020 +144	+2%	+$8.62K	0.12%	81
2020 Q1	$534K	Sell	8,876 -7,628	-46%	-$479K	0.14%	70
2019 Q4	$999K	Buy	16,504 +448	+3%	+$26.2K	0.21%	82
2019 Q3	$935K	Buy	16,056 +1,004	+7%	+$54.3K	0.22%	70
2019 Q2	$771K	Buy	15,052 +172	+1%	+$8.46K	0.19%	79
2019 Q1	$719K	Buy	14,880 +204	+1%	+$9.33K	0.2%	74
2018 Q4	$638K	Buy	+14,676	New	+$642K	0.2%	73

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Strategies's NEE Position: Q1 2022 in Review

Insight Wealth Strategies sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 30,611 shares — an estimated $2.86M sold.

Insight Wealth Strategies first reported a position in NEE in Q4 2018 and held it in 13 quarters. The position peaked at $2.86M in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Insight Wealth Strategies reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Insight Wealth Strategies sold 30,611 NextEra Energy shares in Q1 2022, an estimated $2.86M.
Insight Wealth Strategies first reported a position in NextEra Energy in Q4 2018 and held it in 13 quarters.
Insight Wealth Strategies's NextEra Energy position peaked at $2.86M in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Insight Wealth Strategies's 13F filing for Q1 2022, filed 12 Apr 2022.