Mason Investment Advisory Services’s NextEra Energy NEE Stock Holding History

Mason Investment Advisory Services’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	-6,145	Closed	-$514K	–	80
2022 Q4	$514K	Buy	6,145 +1,060	+21%	+$85.6K	0.05%	34
2022 Q3	$399K	Sell	5,085 -164	-3%	-$13.9K	0.05%	41
2022 Q2	$407K	Sell	5,249 -17,765	-77%	-$1.35M	0.04%	42
2022 Q1	$1.95M	Sell	23,014 -144	-0.6%	-$11.5K	0.17%	18
2021 Q4	$2.16M	Sell	23,158 -4,355	-16%	-$376K	0.18%	19
2021 Q3	$2.16M	Hold	27,513	–	–	0.22%	16
2021 Q2	$2.02M	Buy	27,513 +3,893	+16%	+$292K	0.2%	15
2021 Q1	$1.79M	Hold	23,620	–	–	0.19%	17
2020 Q4	$1.82M	Hold	23,620	–	–	0.22%	12
2020 Q3	$1.64M	Hold	23,620	–	–	0.24%	11
2020 Q2	$1.42M	Buy	23,620 +1,352	+6%	+$80.9K	0.21%	13
2020 Q1	$1.34M	Buy	22,268 +2,040	+10%	+$128K	0.23%	18
2019 Q4	$1.22M	Hold	20,228	–	–	0.18%	41
2019 Q3	$1.18M	Hold	20,228	–	–	0.19%	39
2019 Q2	$1.04M	Hold	20,228	–	–	0.17%	44
2019 Q1	$978K	Buy	+20,228	New	+$925K	0.27%	48

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

Mason Investment Advisory Services's NEE Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 6,145 shares — an estimated $514K sold.

Mason Investment Advisory Services first reported a position in NEE in Q1 2019 and held it in 16 quarters. The position peaked at $2.16M in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Mason Investment Advisory Services reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 6,145 NextEra Energy shares in Q1 2023, an estimated $514K.
Mason Investment Advisory Services first reported a position in NextEra Energy in Q1 2019 and held it in 16 quarters.
Mason Investment Advisory Services's NextEra Energy position peaked at $2.16M in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.