Ironsides Asset Advisors’s NextEra Energy NEE Stock Holding History

Ironsides Asset Advisors’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	-7,903	Closed	-$453K	–	90
2023 Q3	$453K	Sell	7,903 -700	-8%	-$48.5K	0.21%	37
2023 Q2	$638K	Sell	8,603 -1,758	-17%	-$133K	0.27%	30
2023 Q1	$799K	Hold	10,361	–	–	0.36%	21
2022 Q4	$866K	Sell	10,361 -225	-2%	-$18.2K	0.4%	21
2022 Q3	$830K	Buy	10,586 +2	+0%	+$170	0.37%	24
2022 Q2	$820K	Buy	10,584 +3,562	+51%	+$271K	0.31%	26
2022 Q1	$595K	Buy	7,022 +2,757	+65%	+$221K	0.18%	43
2021 Q4	$398K	Sell	4,265 -263	-6%	-$22.7K	0.11%	57
2021 Q3	$356K	Sell	4,528 -1,286	-22%	-$104K	0.11%	63
2021 Q2	$426K	Sell	5,814 -452	-7%	-$33.9K	0.13%	55
2021 Q1	$474K	Buy	6,266 +2	+0%	+$156	0.15%	50
2020 Q4	$483K	Buy	6,264 +2,112	+51%	+$158K	0.15%	50
2020 Q3	$288K	Buy	+4,152	New	+$287K	0.09%	67
2016 Q2	–	Sell	-11,688	Closed	-$346K	–	183
2016 Q1	$346K	Buy	+11,688	New	+$328K	0.09%	137

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

Ironsides Asset Advisors's NEE Position: Q4 2023 in Review

Ironsides Asset Advisors sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 7,903 shares — an estimated $453K sold.

Ironsides Asset Advisors first reported a position in NEE in Q1 2016 and held it in 14 quarters. The position peaked at $866K in Q4 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Ironsides Asset Advisors reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Ironsides Asset Advisors sold 7,903 NextEra Energy shares in Q4 2023, an estimated $453K.
Ironsides Asset Advisors first reported a position in NextEra Energy in Q1 2016 and held it in 14 quarters.
Ironsides Asset Advisors's NextEra Energy position peaked at $866K in Q4 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Ironsides Asset Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.