Laurel Wealth Planning’s NextEra Energy NEE Stock Holding History

Laurel Wealth Planning’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	–	Sell	-40	Closed	-$3K	–	237
2022 Q2	$3K	Buy	+40	New	+$3.04K	﹤0.01%	206

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Laurel Wealth Planning's NEE Position: Q3 2022 in Review

Laurel Wealth Planning sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Laurel Wealth Planning first reported a position in NEE in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Laurel Wealth Planning reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Planning sold 40 NextEra Energy shares in Q3 2022, an estimated $3K.
Laurel Wealth Planning first reported a position in NextEra Energy in Q2 2022 and held it in 1 quarter.
Laurel Wealth Planning's NextEra Energy position peaked at $3K in Q2 2022.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.