Lowell Blake & Associates’s NextEra Energy NEE Stock Holding History

Lowell Blake & Associates’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	$554K	Sell	9,663 -200	-2%	-$13.8K	0.16%	42
2023 Q2	$732K	Sell	9,863 -25	-0.3%	-$1.89K	0.21%	40
2023 Q1	$762K	Sell	9,888 -675	-6%	-$51.9K	0.24%	37
2022 Q4	$883K	Hold	10,563	–	–	0.29%	36
2022 Q3	$828K	Buy	10,563 +1,460	+16%	+$124K	0.32%	35
2022 Q2	$705K	Buy	9,103 +5,228	+135%	+$398K	0.27%	36
2022 Q1	$328K	Buy	3,875 +1,328	+52%	+$106K	0.12%	47
2021 Q4	$238K	Sell	2,547 -167	-6%	-$14.4K	0.09%	53
2021 Q3	$213K	Sell	2,714 -275	-9%	-$22.2K	0.1%	55
2021 Q2	$219K	Buy	+2,989	New	+$224K	0.1%	53
2020 Q1	–	Sell	-6,000	Closed	-$363K	–	54
2019 Q4	$363K	Buy	+6,000	New	+$350K	0.4%	42

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

Lowell Blake & Associates's NEE Position: Q3 2023 in Review

Lowell Blake & Associates reduced its NextEra Energy (NEE) stake by 2% in Q3 2023, selling an estimated $13.8K and leaving 9,663 shares worth $554K. The position accounts for 0.16% of the portfolio, ranked #42.

Lowell Blake & Associates first reported a position in NEE in Q4 2019 and has held it in 11 quarters since. The position peaked at $883K in Q4 2022. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Lowell Blake & Associates held 9,663 shares of NextEra Energy worth $554K as of Q3 2023.
Lowell Blake & Associates sold 200 NextEra Energy shares in Q3 2023, an estimated $13.8K.
NextEra Energy made up 0.16% of Lowell Blake & Associates's portfolio in Q3 2023, its #42 holding.
Lowell Blake & Associates first reported a position in NextEra Energy in Q4 2019 and has held it in 11 quarters since.
Lowell Blake & Associates's NextEra Energy position peaked at $883K in Q4 2022.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.