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Milestone Investment Advisors’s NextEra Energy NEE Stock Holding History

Milestone Investment 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
Q2 		– Sell
-102
Closed -$7.86K – 325
2023
Q1 		$7.86K Buy
+102
New +$7.84K ﹤0.01% 307

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Investment Advisors's NEE Position: Q2 2023 in Review

Milestone Investment Advisors sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 102 shares — an estimated $7.86K sold.

Milestone Investment Advisors first reported a position in NEE in Q1 2023 and held it in 1 quarter. The position peaked at $7.86K in Q1 2023. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Milestone Investment Advisors reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 102 NextEra Energy shares in Q2 2023, an estimated $7.86K.
  • Milestone Investment Advisors first reported a position in NextEra Energy in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's NextEra Energy position peaked at $7.86K in Q1 2023.
  • 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.