Oxler Private Wealth’s NextEra Energy NEE Stock Holding History

Oxler Private Wealth’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	-43,310	Closed	-$2.48M	–	84
2023 Q3	$2.48M	Buy	43,310 +293	+0.7%	+$20.3K	1.25%	21
2023 Q2	$3.19M	Buy	43,017 +271	+0.6%	+$20.5K	1.52%	15
2023 Q1	$3.29M	Buy	42,746 +271	+0.6%	+$20.8K	1.63%	16
2022 Q4	$3.55M	Buy	42,475 +205	+0.5%	+$16.6K	1.91%	14
2022 Q3	$3.31M	Buy	42,270 +198	+0.5%	+$16.8K	1.85%	12
2022 Q2	$3.26M	Buy	42,072 +240	+0.6%	+$18.3K	1.57%	18
2022 Q1	$3.54M	Buy	41,832 +219	+0.5%	+$17.6K	1.6%	14
2021 Q4	$3.88M	Buy	41,613 +176	+0.4%	+$15.2K	1.61%	13
2021 Q3	$3.25M	Hold	41,437	–	–	1.43%	15
2021 Q2	$3.04M	Hold	41,437	–	–	1.32%	16
2021 Q1	$3.13M	Buy	41,437 +237	+0.6%	+$18.5K	1.59%	16
2020 Q4	$3.18M	Buy	+41,200	New	+$3.08M	1.79%	16

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

Oxler Private Wealth's NEE Position: Q4 2023 in Review

Oxler Private Wealth sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 43,310 shares — an estimated $2.48M sold.

Oxler Private Wealth first reported a position in NEE in Q4 2020 and held it in 12 quarters. The position peaked at $3.88M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Oxler Private Wealth reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Oxler Private Wealth sold 43,310 NextEra Energy shares in Q4 2023, an estimated $2.48M.
Oxler Private Wealth first reported a position in NextEra Energy in Q4 2020 and held it in 12 quarters.
Oxler Private Wealth's NextEra Energy position peaked at $3.88M in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Oxler Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.