Johnson Midwest Financial’s NextEra Energy NEE Stock Holding History

Johnson Midwest Financial’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	$642K	Hold	11,204	–	–	1.44%	13
2023 Q2	$831K	Buy	11,204 +32	+0.3%	+$2.42K	0.74%	11
2023 Q1	$861K	Buy	11,172 +31	+0.3%	+$2.38K	1.24%	7
2022 Q4	$931K	Buy	11,141 +25	+0.2%	+$2.02K	3.41%	5
2022 Q3	$872	Buy	11,116 +24	+0.2%	+$2.04K	3.33%	5
2022 Q2	$859K	Buy	11,092 +10,028	+942%	+$763K	1.16%	8
2022 Q1	$937K	Sell	1,064 -9,974	-90%	-$799K	1.33%	7
2021 Q4	$1.03M	Buy	11,038 +20	+0.2%	+$1.73K	0.77%	10
2021 Q3	$865K	Buy	11,018 +22	+0.2%	+$1.77K	0.71%	11
2021 Q2	$806K	Buy	10,996 +25	+0.2%	+$1.88K	0.79%	11
2021 Q1	$829K	Buy	10,971 +9,025	+464%	+$704K	0.87%	9
2020 Q4	$845K	Buy	+1,946	New	+$146K	0.8%	11

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

Johnson Midwest Financial's NEE Position: Q3 2023 in Review

Johnson Midwest Financial held its NextEra Energy (NEE) position steady in Q3 2023 at 11,204 shares worth $642K. The position accounts for 1.44% of the portfolio, ranked #13.

Johnson Midwest Financial first reported a position in NEE in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Johnson Midwest Financial held 11,204 shares of NextEra Energy worth $642K as of Q3 2023.
Johnson Midwest Financial left its NextEra Energy share count unchanged in Q3 2023.
NextEra Energy made up 1.44% of Johnson Midwest Financial's portfolio in Q3 2023, its #13 holding.
Johnson Midwest Financial first reported a position in NextEra Energy in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's NextEra Energy position peaked at $1.03M in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.