McClarren Financial Advisors’s NextEra Energy NEE Stock Holding History

McClarren Financial Advisors’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	-161	Closed	-$12K	–	377
2023 Q2	$12K	Buy	161 +1	+0.6%	+$76	0.01%	249
2023 Q1	$12K	Sell	160 -8	-5%	-$615	0.01%	235
2022 Q4	$14K	Buy	168 +1	+0.6%	+$81	0.01%	238
2022 Q3	$13K	Buy	+167	New	+$14.2K	0.01%	227
2022 Q2	–	Sell	-166	Closed	-$14K	–	177
2022 Q1	$14K	Hold	166	–	–	0.01%	196
2021 Q4	$16K	Buy	166 +2	+1%	+$173	0.01%	211
2021 Q3	$12K	Buy	164 +1	+0.6%	+$81	0.01%	208
2021 Q2	$12K	Hold	163	–	–	0.01%	219
2021 Q1	$12K	Buy	163 +1	+0.6%	+$78	0.01%	194
2020 Q4	$12K	Buy	+162	New	+$12.1K	0.01%	162

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

McClarren Financial Advisors's NEE Position: Q3 2023 in Review

McClarren Financial Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 161 shares — an estimated $12K sold.

McClarren Financial Advisors first reported a position in NEE in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

McClarren Financial Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
McClarren Financial Advisors sold 161 NextEra Energy shares in Q3 2023, an estimated $12K.
McClarren Financial Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 10 quarters.
McClarren Financial Advisors's NextEra Energy position peaked at $16K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.