Northwest Investment Counselors’s NextEra Energy NEE Stock Holding History

Northwest Investment Counselors’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 Q4	–	Sell	-300	Closed	-$17.2K	–	390
2023 Q3	$17.2K	Hold	300	–	–	﹤0.01%	323
2023 Q2	$22.3K	Hold	300	–	–	0.01%	308
2023 Q1	$23.1K	Hold	300	–	–	0.01%	313
2022 Q4	$25.1K	Hold	300	–	–	0.01%	310
2022 Q3	$24K	Sell	300 -22	-7%	-$1.87K	0.01%	290
2022 Q2	$25K	Hold	322	–	–	0.01%	284
2022 Q1	$27K	Sell	322 -14	-4%	-$1.12K	0.01%	289
2021 Q4	$31K	Buy	+336	New	+$29K	0.01%	273
2021 Q2	–	Sell	-388	Closed	-$29K	–	330
2021 Q1	$29K	Buy	+388	New	+$30.3K	0.01%	271
2020 Q4	–	Sell	-388	Closed	-$27K	–	327
2020 Q3	$27K	Buy	+388	New	+$26.8K	0.01%	246
2019 Q4	–	Sell	-632	Closed	-$37K	–	377
2019 Q3	$37K	Buy	+632	New	+$34.2K	0.01%	243
2017 Q4	–	Sell	-1,000	Closed	-$37K	–	241
2017 Q3	$37K	Hold	1,000	–	–	0.02%	198
2017 Q2	$35K	Buy	+1,000	New	+$34.2K	0.02%	185

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Northwest Investment Counselors's NEE Position: Q4 2023 in Review

Northwest Investment Counselors sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 300 shares — an estimated $17.2K sold.

Northwest Investment Counselors first reported a position in NEE in Q2 2017 and held it in 13 quarters. The position peaked at $37K in Q3 2019. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Northwest Investment Counselors reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Northwest Investment Counselors sold 300 NextEra Energy shares in Q4 2023, an estimated $17.2K.
Northwest Investment Counselors first reported a position in NextEra Energy in Q2 2017 and held it in 13 quarters.
Northwest Investment Counselors's NextEra Energy position peaked at $37K in Q3 2019.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.