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Kore Private Wealth’s NextEra Energy NEE Stock Holding History

Kore Private Wealth’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
Q3 		$368K Sell
4,694
-238
-5% -$20.2K 0.07% 160
2022
Q2 		$382K Buy
4,932
+86
+2% +$6.55K 0.06% 187
2022
Q1 		$411K Buy
4,846
+238
+5% +$19.1K 0.05% 197
2021
Q4 		$430K Sell
4,608
-2,320
-33% -$201K 0.05% 192
2021
Q3 		$544K Sell
6,928
-448
-6% -$36.1K 0.06% 228
2021
Q2 		$541K Buy
7,376
+447
+6% +$33.5K 0.06% 212
2021
Q1 		$524K Sell
6,929
-193
-3% -$15.1K 0.07% 184
2020
Q4 		$549K Buy
7,122
+1,406
+25% +$105K 0.08% 153
2020
Q3 		$397K Hold
5,716
– – 0.08% 163
2020
Q2 		$343K Sell
5,716
-1,200
-17% -$71.8K 0.07% 166
2020
Q1 		$416K Buy
6,916
+284
+4% +$17.9K 0.1% 126
2019
Q4 		$402K Sell
6,632
-460
-6% -$26.9K 0.08% 162
2019
Q3 		$411K Buy
7,092
+968
+16% +$52.4K 0.09% 142
2019
Q2 		$314K Buy
6,124
+1,084
+22% +$53.3K 0.07% 168
2019
Q1 		$244K Sell
5,040
-2,124
-30% -$97.1K 0.05% 182
2018
Q4 		$311K Buy
+7,164
New +$313K 0.09% 155

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kore Private Wealth's NEE Position: Q3 2022 in Review

Kore Private Wealth reduced its NextEra Energy (NEE) stake by 4.8% in Q3 2022, selling an estimated $20.2K and leaving 4,694 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #160.

Kore Private Wealth first reported a position in NEE in Q4 2018 and has held it in 16 quarters since. The position peaked at $549K in Q4 2020. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • Kore Private Wealth held 4,694 shares of NextEra Energy worth $368K as of Q3 2022.
  • Kore Private Wealth sold 238 NextEra Energy shares in Q3 2022, an estimated $20.2K.
  • NextEra Energy made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #160 holding.
  • Kore Private Wealth first reported a position in NextEra Energy in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's NextEra Energy position peaked at $549K in Q4 2020.
  • 2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.