Kenfarb & Co’s NextEra Energy NEE Stock Holding History

Kenfarb & Co’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	$2.13M	Sell	37,194 -200	-0.5%	-$13.8K	1.95%	11
2023 Q2	$2.77M	Sell	37,394 -320	-0.8%	-$24.2K	2.42%	9
2023 Q1	$2.91M	Sell	37,714 -1,860	-5%	-$143K	2.6%	7
2022 Q4	$3.31M	Sell	39,574 -125	-0.3%	-$10.1K	2.93%	6
2022 Q3	$3.11M	Hold	39,699	–	–	2.96%	6
2022 Q2	$3.36M	Hold	39,699	–	–	2.66%	7
2022 Q1	$3.36M	Buy	39,699 +220	+0.6%	+$17.6K	2.66%	7
2021 Q4	$3.69M	Buy	+39,479	New	+$3.41M	2.69%	6

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

Kenfarb & Co's NEE Position: Q3 2023 in Review

Kenfarb & Co reduced its NextEra Energy (NEE) stake by 0.53% in Q3 2023, selling an estimated $13.8K and leaving 37,194 shares worth $2.13M. The position accounts for 1.95% of the portfolio, ranked #11.

Kenfarb & Co first reported a position in NEE in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.69M in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Kenfarb & Co held 37,194 shares of NextEra Energy worth $2.13M as of Q3 2023.
Kenfarb & Co sold 200 NextEra Energy shares in Q3 2023, an estimated $13.8K.
NextEra Energy made up 1.95% of Kenfarb & Co's portfolio in Q3 2023, its #11 holding.
Kenfarb & Co first reported a position in NextEra Energy in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's NextEra Energy position peaked at $3.69M in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.