Keudell/Morrison Wealth Management’s NextEra Energy NEE Stock Holding History

Keudell/Morrison Wealth Management’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	–	Sell	-3,379	Closed	-$251K	–	185
2023 Q2	$251K	Sell	3,379 -39	-1%	-$2.95K	0.07%	165
2023 Q1	$263K	Buy	+3,418	New	+$263K	0.08%	157

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

Keudell/Morrison Wealth Management's NEE Position: Q3 2023 in Review

Keudell/Morrison Wealth Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,379 shares — an estimated $251K sold.

Keudell/Morrison Wealth Management first reported a position in NEE in Q1 2023 and held it in 2 quarters. The position peaked at $263K in Q1 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Keudell/Morrison Wealth Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 3,379 NextEra Energy shares in Q3 2023, an estimated $251K.
Keudell/Morrison Wealth Management first reported a position in NextEra Energy in Q1 2023 and held it in 2 quarters.
Keudell/Morrison Wealth Management's NextEra Energy position peaked at $263K in Q1 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.