Laidlaw Wealth Management’s NextEra Energy NEE Stock Holding History

Laidlaw 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
2024 Q1	–	Sell	-22,588	Closed	-$1.37M	–	215
2023 Q4	$1.37M	Sell	22,588 -6,245	-22%	-$356K	0.5%	54
2023 Q3	$1.65M	Sell	28,833 -11,731	-29%	-$812K	0.55%	53
2023 Q2	$3.01M	Sell	40,564 -2,308	-5%	-$175K	0.59%	42
2023 Q1	$3.3M	Buy	42,872 +769	+2%	+$59.1K	0.67%	34
2022 Q4	$3.52M	Buy	42,103 +1,725	+4%	+$139K	0.75%	28
2022 Q3	$3.17M	Buy	40,378 +1,763	+5%	+$150K	0.74%	31
2022 Q2	$2.99M	Sell	38,615 -7,945	-17%	-$605K	0.61%	39
2022 Q1	$3.94M	Buy	46,560 +4,186	+10%	+$335K	0.66%	33
2021 Q4	$3.96M	Sell	42,374 -555	-1%	-$48K	0.63%	36
2021 Q3	$3.37M	Buy	42,929 +629	+1%	+$50.7K	0.86%	30
2021 Q2	$3.1M	Sell	42,300 -21	-0%	-$1.58K	0.8%	34
2021 Q1	$3.2M	Buy	42,321 +1,342	+3%	+$105K	1.09%	22
2020 Q4	$3.16M	Buy	40,979 +18,451	+82%	+$1.38M	0.67%	34
2020 Q3	$1.56M	Sell	22,528 -28	-0.1%	-$1.93K	0.69%	44
2020 Q2	$1.35M	Buy	22,556 +1,692	+8%	+$101K	0.71%	50
2020 Q1	$1.25M	Buy	20,864 +500	+2%	+$31.4K	0.82%	41
2019 Q4	$1.23M	Buy	+20,364	New	+$1.19M	0.78%	43

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laidlaw Wealth Management's NEE Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 22,588 shares — an estimated $1.37M sold.

Laidlaw Wealth Management first reported a position in NEE in Q4 2019 and held it in 17 quarters. The position peaked at $3.96M in Q4 2021. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Laidlaw Wealth Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 22,588 NextEra Energy shares in Q1 2024, an estimated $1.37M.
Laidlaw Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 17 quarters.
Laidlaw Wealth Management's NextEra Energy position peaked at $3.96M in Q4 2021.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.