My Personal CFO LLC’s NextEra Energy NEE Stock Holding History

My Personal CFO LLC’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	-542	Closed	-$45.3K	–	552
2022 Q4	$45.3K	Buy	+542	New	+$43.8K	0.04%	147

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

My Personal CFO LLC's NEE Position: Q1 2023 in Review

My Personal CFO LLC sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 542 shares — an estimated $45.3K sold.

My Personal CFO LLC first reported a position in NEE in Q4 2022 and held it in 1 quarter. The position peaked at $45.3K in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

My Personal CFO LLC reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 542 NextEra Energy shares in Q1 2023, an estimated $45.3K.
My Personal CFO LLC first reported a position in NextEra Energy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's NextEra Energy position peaked at $45.3K in Q4 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.