KCS Wealth Advisory’s NextEra Energy NEE Stock Holding History

KCS Wealth Advisory’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	-2,450	Closed	-$229K	–	169
2021 Q4	$229K	Buy	+2,450	New	+$212K	0.09%	150
2021 Q2	–	Sell	-2,654	Closed	-$201K	–	154
2021 Q1	$201K	Sell	2,654 -916	-26%	-$71.5K	0.1%	144
2020 Q4	$275K	Buy	+3,570	New	+$267K	0.18%	123
2019 Q4	–	Sell	-860	Closed	-$50.1K	–	316
2019 Q3	$50.1K	Buy	+860	New	+$46.5K	0.03%	243

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

KCS Wealth Advisory's NEE Position: Q1 2022 in Review

KCS Wealth Advisory sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 2,450 shares — an estimated $229K sold.

KCS Wealth Advisory first reported a position in NEE in Q3 2019 and held it in 4 quarters. The position peaked at $275K in Q4 2020. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

KCS Wealth Advisory reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
KCS Wealth Advisory sold 2,450 NextEra Energy shares in Q1 2022, an estimated $229K.
KCS Wealth Advisory first reported a position in NextEra Energy in Q3 2019 and held it in 4 quarters.
KCS Wealth Advisory's NextEra Energy position peaked at $275K in Q4 2020.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on KCS Wealth Advisory's 13F filing for Q1 2022, filed 13 Apr 2022.