Keystone Wealth Services’s NextEra Energy NEE Stock Holding History

Keystone Wealth Services’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	-3,701	Closed	-$275K	–	212
2023 Q2	$275K	Buy	3,701 +125	+3%	+$9.46K	0.1%	164
2023 Q1	$276K	Buy	3,576 +136	+4%	+$10.5K	0.11%	156
2022 Q4	$288K	Buy	3,440 +17	+0.5%	+$1.37K	0.13%	147
2022 Q3	$268K	Buy	3,423 +16	+0.5%	+$1.36K	0.13%	130
2022 Q2	$264K	Buy	3,407 +20	+0.6%	+$1.52K	0.12%	134
2022 Q1	$287K	Buy	3,387 +17	+0.5%	+$1.36K	0.11%	139
2021 Q4	$315K	Buy	+3,370	New	+$291K	0.13%	131

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

Keystone Wealth Services's NEE Position: Q3 2023 in Review

Keystone Wealth Services sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,701 shares — an estimated $275K sold.

Keystone Wealth Services first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $315K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Keystone Wealth Services reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Keystone Wealth Services sold 3,701 NextEra Energy shares in Q3 2023, an estimated $275K.
Keystone Wealth Services first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
Keystone Wealth Services's NextEra Energy position peaked at $315K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Keystone Wealth Services's 13F filing for Q3 2023, filed 5 Oct 2023.