JSF Financial’s NextEra Energy NEE Stock Holding History

JSF 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 Q1	–	Sell	-8,179	Closed	-$684K	–	127
2022 Q4	$684K	Buy	+8,179	New	+$661K	0.26%	53
2022 Q1	–	Sell	-5,470	Closed	-$511K	–	134
2021 Q4	$511K	Sell	5,470 -13	-0.2%	-$1.12K	0.25%	48
2021 Q3	$430K	Buy	5,483 +1,429	+35%	+$115K	0.21%	48
2021 Q2	$297K	Buy	4,054 +625	+18%	+$46.9K	0.18%	72
2021 Q1	$259K	Buy	3,429 +185	+6%	+$14.4K	0.16%	68
2020 Q4	$250K	Buy	3,244 +272	+9%	+$20.3K	0.17%	64
2020 Q3	$206K	Buy	+2,972	New	+$205K	0.16%	69

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JSF Financial's NEE Position: Q1 2023 in Review

JSF Financial sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 8,179 shares — an estimated $684K sold.

JSF Financial first reported a position in NEE in Q3 2020 and held it in 7 quarters. The position peaked at $684K in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

JSF Financial reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
JSF Financial sold 8,179 NextEra Energy shares in Q1 2023, an estimated $684K.
JSF Financial first reported a position in NextEra Energy in Q3 2020 and held it in 7 quarters.
JSF Financial's NextEra Energy position peaked at $684K in Q4 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on JSF Financial's 13F filing for Q1 2023, filed 12 May 2023.