McBroom & Associates’s NextEra Energy NEE Stock Holding History

McBroom & 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	–	Sell	-3,741	Closed	-$278K	–	37
2023 Q2	$278K	Buy	3,741 +605	+19%	+$45.8K	0.22%	33
2023 Q1	$242K	Sell	3,136 -382	-11%	-$29.4K	0.22%	35
2022 Q4	$294K	Buy	3,518 +157	+5%	+$12.7K	0.32%	33
2022 Q3	$264K	Buy	3,361 +726	+28%	+$61.6K	0.3%	32
2022 Q2	$204K	Buy	2,635 +111	+4%	+$8.45K	0.22%	29
2022 Q1	$214K	Hold	2,524	–	–	0.19%	28
2021 Q4	$236K	Buy	+2,524	New	+$218K	0.18%	28

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

McBroom & Associates's NEE Position: Q3 2023 in Review

McBroom & Associates sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,741 shares — an estimated $278K sold.

McBroom & Associates first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $294K in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

McBroom & Associates reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
McBroom & Associates sold 3,741 NextEra Energy shares in Q3 2023, an estimated $278K.
McBroom & Associates first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
McBroom & Associates's NextEra Energy position peaked at $294K in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on McBroom & Associates's 13F filing for Q3 2023, filed 16 Oct 2023.