Lumature Wealth Partners’s NextEra Energy NEE Stock Holding History

Lumature Wealth Partners’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 Q2	$301K	Sell	4,053 -1	-0%	-$76	0.18%	108
2023 Q1	$312K	Buy	4,054 +7	+0.2%	+$538	0.18%	97
2022 Q4	$338K	Sell	4,047 -106	-3%	-$8.56K	0.19%	93
2022 Q3	$326K	Buy	4,153 +35	+0.8%	+$2.97K	0.17%	98
2022 Q2	$319K	Sell	4,118 -261	-6%	-$19.9K	0.14%	111
2022 Q1	$371K	Sell	4,379 -284	-6%	-$22.8K	0.15%	108
2021 Q4	$435K	Buy	4,663 +583	+14%	+$50.4K	0.17%	102
2021 Q3	$320K	Buy	4,080 +594	+17%	+$47.9K	0.13%	114
2021 Q2	$255K	Buy	3,486 +1,489	+75%	+$112K	0.11%	120
2021 Q1	$151K	Buy	+1,997	New	+$156K	0.08%	145

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Lumature Wealth Partners's NEE Position: Q2 2023 in Review

Lumature Wealth Partners reduced its NextEra Energy (NEE) stake by 0.02% in Q2 2023, selling an estimated $76 and leaving 4,053 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #108.

Lumature Wealth Partners first reported a position in NEE in Q1 2021 and has held it in 10 quarters since. The position peaked at $435K in Q4 2021. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Lumature Wealth Partners held 4,053 shares of NextEra Energy worth $301K as of Q2 2023.
Lumature Wealth Partners sold 1 NextEra Energy share in Q2 2023, an estimated $76.
NextEra Energy made up 0.18% of Lumature Wealth Partners's portfolio in Q2 2023, its #108 holding.
Lumature Wealth Partners first reported a position in NextEra Energy in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's NextEra Energy position peaked at $435K in Q4 2021.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.