LeJeune Puetz Investment Counsel’s NextEra Energy NEE Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	–	Sell	-1,200	Closed	-$100K	–	198
2022 Q4	$100K	Buy	+1,200	New	+$96.9K	0.04%	192
2022 Q2	–	Sell	-1,200	Closed	-$101K	–	196
2022 Q1	$101K	Sell	1,200 -899	-43%	-$72K	0.04%	192
2021 Q4	$196K	Hold	2,099	–	–	0.07%	159
2021 Q3	$165K	Buy	+2,099	New	+$169K	0.06%	166
2020 Q1	–	Sell	-2,200	Closed	-$133K	–	184
2019 Q4	$133K	Sell	2,200 -1,212	-36%	-$70.8K	0.06%	167
2019 Q3	$199K	Sell	3,412 -1,312	-28%	-$71K	0.1%	140
2019 Q2	$242K	Buy	4,724 +384	+9%	+$18.9K	0.13%	130
2019 Q1	$210K	Hold	4,340	–	–	0.11%	134
2018 Q4	$189K	Buy	+4,340	New	+$190K	0.12%	129

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LeJeune Puetz Investment Counsel's NEE Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 1,200 shares — an estimated $100K sold.

LeJeune Puetz Investment Counsel first reported a position in NEE in Q4 2018 and held it in 9 quarters. The position peaked at $242K in Q2 2019. 2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

LeJeune Puetz Investment Counsel reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 1,200 NextEra Energy shares in Q1 2023, an estimated $100K.
LeJeune Puetz Investment Counsel first reported a position in NextEra Energy in Q4 2018 and held it in 9 quarters.
LeJeune Puetz Investment Counsel's NextEra Energy position peaked at $242K in Q2 2019.
2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.