Paragon Advisors’s NextEra Energy NEE Stock Holding History

Paragon Advisors’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	-38,260	Closed	-$2.19M	–	121
2023 Q3	$2.19M	Buy	38,260 +24,696	+182%	+$1.71M	0.91%	26
2023 Q2	$1.01M	Sell	13,564 -4,277	-24%	-$324K	0.33%	63
2023 Q1	$1.38M	Buy	+17,841	New	+$1.37M	0.46%	53
2020 Q2	–	Sell	-9,396	Closed	-$565K	–	92
2020 Q1	$565K	Sell	9,396 -1,144	-11%	-$71.9K	0.75%	28
2019 Q4	$642K	Buy	+10,540	New	+$615K	0.69%	31

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

Paragon Advisors's NEE Position: Q4 2023 in Review

Paragon Advisors sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 38,260 shares — an estimated $2.19M sold.

Paragon Advisors first reported a position in NEE in Q4 2019 and held it in 5 quarters. The position peaked at $2.19M in Q3 2023. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Paragon Advisors reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Paragon Advisors sold 38,260 NextEra Energy shares in Q4 2023, an estimated $2.19M.
Paragon Advisors first reported a position in NextEra Energy in Q4 2019 and held it in 5 quarters.
Paragon Advisors's NextEra Energy position peaked at $2.19M in Q3 2023.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Paragon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.