Levy Wealth Management Group’s NextEra Energy NEE Stock Holding History

Levy Wealth Management Group’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	-2,873	Closed	-$213K	–	110
2023 Q2	$213K	Buy	2,873 +9	+0.3%	+$681	0.06%	106
2023 Q1	$221K	Buy	+2,864	New	+$220K	0.07%	98
2022 Q4	–	Sell	-2,564	Closed	-$201K	–	97
2022 Q3	$201K	Buy	+2,564	New	+$218K	0.09%	79

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Levy Wealth Management Group's NEE Position: Q3 2023 in Review

Levy Wealth Management Group sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 2,873 shares — an estimated $213K sold.

Levy Wealth Management Group first reported a position in NEE in Q3 2022 and held it in 3 quarters. The position peaked at $221K in Q1 2023. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Levy Wealth Management Group reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Levy Wealth Management Group sold 2,873 NextEra Energy shares in Q3 2023, an estimated $213K.
Levy Wealth Management Group first reported a position in NextEra Energy in Q3 2022 and held it in 3 quarters.
Levy Wealth Management Group's NextEra Energy position peaked at $221K in Q1 2023.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Levy Wealth Management Group's 13F filing for Q3 2023, filed 25 Oct 2023.