Paladin Advisory Group’s NextEra Energy NEE Stock Holding History

Paladin Advisory Group’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	-633	Closed	-$36.3K	–	246
2023 Q3	$36.3K	Hold	633	–	–	0.03%	164
2023 Q2	$47K	Hold	633	–	–	0.04%	157
2023 Q1	$48.8K	Buy	+633	New	+$48.7K	0.04%	152
2022 Q2	–	Sell	-633	Closed	-$48.2K	–	435
2022 Q1	$54K	Buy	+633	New	+$50.7K	0.04%	165

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

Paladin Advisory Group's NEE Position: Q4 2023 in Review

Paladin Advisory Group sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 633 shares — an estimated $36.3K sold.

Paladin Advisory Group first reported a position in NEE in Q1 2022 and held it in 4 quarters. The position peaked at $54K in Q1 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Paladin Advisory Group reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Paladin Advisory Group sold 633 NextEra Energy shares in Q4 2023, an estimated $36.3K.
Paladin Advisory Group first reported a position in NextEra Energy in Q1 2022 and held it in 4 quarters.
Paladin Advisory Group's NextEra Energy position peaked at $54K in Q1 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.