OneAscent Wealth Management’s NextEra Energy NEE Stock Holding History

OneAscent 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
2022 Q2	–	Sell	-4,363	Closed	-$370K	–	216
2022 Q1	$370K	Buy	+4,363	New	+$350K	0.18%	119
2021 Q4	–	Sell	-4,148	Closed	-$326K	–	113
2021 Q3	$326K	Buy	+4,148	New	+$335K	0.37%	62
2021 Q1	$423K	Buy	5,593 +350	+7%	+$27.3K	0.18%	138
2020 Q4	$405K	Buy	+5,243	New	+$392K	0.18%	127

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

OneAscent Wealth Management's NEE Position: Q2 2022 in Review

OneAscent Wealth Management sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 4,363 shares — an estimated $370K sold.

OneAscent Wealth Management first reported a position in NEE in Q4 2020 and held it in 4 quarters. The position peaked at $423K in Q1 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

OneAscent Wealth Management reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
OneAscent Wealth Management sold 4,363 NextEra Energy shares in Q2 2022, an estimated $370K.
OneAscent Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 4 quarters.
OneAscent Wealth Management's NextEra Energy position peaked at $423K in Q1 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.