Joseph P. Lucia & Associates’s NextEra Energy NEE Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-200	Closed	-$15K	–	322
2022 Q2	$15K	Hold	200	–	–	0.01%	282
2022 Q1	$17K	Buy	+200	New	+$16K	0.01%	284
2021 Q4	–	Sell	-27	Closed	-$2K	–	400
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	522
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	521
2021 Q1	$2K	Buy	+27	New	+$2.11K	﹤0.01%	499

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

Joseph P. Lucia & Associates's NEE Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 200 shares — an estimated $15K sold.

Joseph P. Lucia & Associates first reported a position in NEE in Q1 2021 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 200 NextEra Energy shares in Q3 2022, an estimated $15K.
Joseph P. Lucia & Associates first reported a position in NextEra Energy in Q1 2021 and held it in 5 quarters.
Joseph P. Lucia & Associates's NextEra Energy position peaked at $17K in Q1 2022.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.