MinichMacGregor Wealth Management’s NextEra Energy NEE Stock Holding History

MinichMacGregor Wealth Management’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	-489	Closed	-$40.9K	–	436
2022 Q4	$40.9K	Buy	+489	New	+$39.5K	0.01%	209
2019 Q1	–	Sell	-58,000	Closed	-$2.13M	–	97
2018 Q4	$2.13M	Buy	58,000 +57,508	+11,689%	+$2.51M	1.45%	25
2018 Q3	$20K	Buy	492 +164	+50%	+$6.98K	0.01%	217
2018 Q2	$13K	Sell	328 -44	-12%	-$1.78K	0.01%	271
2018 Q1	$15K	Buy	372 +92	+33%	+$3.55K	0.01%	243
2017 Q4	$10K	Buy	280 +176	+169%	+$6.79K	0.01%	304
2017 Q3	$3K	Sell	104 -20	-16%	-$733	﹤0.01%	379
2017 Q2	$4K	Sell	124 -4	-3%	-$137	﹤0.01%	361
2017 Q1	$4K	Buy	128 +8	+7%	+$252	﹤0.01%	357
2016 Q4	$3K	Hold	120	–	–	﹤0.01%	365
2016 Q3	$3K	Sell	120 -4	-3%	-$126	﹤0.01%	362
2016 Q2	$4K	Buy	124 +16	+15%	+$480	﹤0.01%	340
2016 Q1	$3K	Buy	108 +40	+59%	+$1.12K	﹤0.01%	343
2015 Q4	$1K	Buy	+68	New	+$1.72K	﹤0.01%	354

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

MinichMacGregor Wealth Management's NEE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 489 shares — an estimated $40.9K sold.

MinichMacGregor Wealth Management first reported a position in NEE in Q4 2015 and held it in 14 quarters. The position peaked at $2.13M in Q4 2018. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 489 NextEra Energy shares in Q1 2023, an estimated $40.9K.
MinichMacGregor Wealth Management first reported a position in NextEra Energy in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's NextEra Energy position peaked at $2.13M in Q4 2018.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.