Oliver Luxxe Assets’s NextEra Energy NEE Stock Holding History

Oliver Luxxe Assets’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	-2,640	Closed	-$221K	–	189
2022 Q4	$221K	Sell	2,640 -330	-11%	-$26.7K	0.06%	171
2022 Q3	$233K	Sell	2,970 -171	-5%	-$14.5K	0.07%	163
2022 Q2	$243K	Buy	3,141 +71	+2%	+$5.41K	0.07%	169
2022 Q1	$260K	Buy	3,070 +155	+5%	+$12.4K	0.07%	182
2021 Q4	$272K	Sell	2,915 -51	-2%	-$4.41K	0.07%	185
2021 Q3	$233K	Hold	2,966	–	–	0.06%	191
2021 Q2	$217K	Buy	+2,966	New	+$223K	0.06%	191

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

Oliver Luxxe Assets's NEE Position: Q1 2023 in Review

Oliver Luxxe Assets sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,640 shares — an estimated $221K sold.

Oliver Luxxe Assets first reported a position in NEE in Q2 2021 and held it in 7 quarters. The position peaked at $272K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Oliver Luxxe Assets reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Oliver Luxxe Assets sold 2,640 NextEra Energy shares in Q1 2023, an estimated $221K.
Oliver Luxxe Assets first reported a position in NextEra Energy in Q2 2021 and held it in 7 quarters.
Oliver Luxxe Assets's NextEra Energy position peaked at $272K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Oliver Luxxe Assets's 13F filing for Q1 2023, filed 19 Apr 2023.