Parisi Gray Wealth Management’s NextEra Energy NEE Stock Holding History

Parisi Gray 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
2023 Q3	–	Sell	-3,599	Closed	-$277K	–	108
2023 Q2	$277K	Hold	3,599	–	–	0.13%	83
2023 Q1	$277K	Sell	3,599 -20	-0.6%	-$1.54K	0.17%	68
2022 Q4	$303K	Sell	3,619 -14	-0.4%	-$1.13K	0.15%	80
2022 Q3	$285K	Buy	3,633 +17	+0.5%	+$1.44K	0.22%	66
2022 Q2	$280K	Buy	3,616 +80	+2%	+$6.09K	0.15%	84
2022 Q1	$300K	Buy	3,536 +163	+5%	+$13.1K	0.12%	98
2021 Q4	$315K	Buy	3,373 +140	+4%	+$12.1K	0.12%	100
2021 Q3	$256K	Sell	3,233 -10	-0.3%	-$806	0.11%	109
2021 Q2	$238K	Buy	3,243 +159	+5%	+$11.9K	0.09%	114
2021 Q1	$233K	Buy	3,084 +184	+6%	+$14.4K	0.1%	114
2020 Q4	$224K	Buy	+2,900	New	+$217K	0.1%	112
2019 Q2	–	Sell	-932	Closed	-$45K	–	321
2019 Q1	$45K	Hold	932	–	–	0.03%	231
2018 Q4	$40K	Hold	932	–	–	0.03%	233
2018 Q3	$39K	Hold	932	–	–	0.02%	258
2018 Q2	$40K	Hold	932	–	–	0.03%	262
2018 Q1	$38K	Hold	932	–	–	0.03%	256
2017 Q4	$36K	Buy	+932	New	+$36K	0.03%	264

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parisi Gray Wealth Management's NEE Position: Q3 2023 in Review

Parisi Gray Wealth Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,599 shares — an estimated $277K sold.

Parisi Gray Wealth Management first reported a position in NEE in Q4 2017 and held it in 17 quarters. The position peaked at $315K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Parisi Gray Wealth Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Parisi Gray Wealth Management sold 3,599 NextEra Energy shares in Q3 2023, an estimated $277K.
Parisi Gray Wealth Management first reported a position in NextEra Energy in Q4 2017 and held it in 17 quarters.
Parisi Gray Wealth Management's NextEra Energy position peaked at $315K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.