Pathstone Family Office’s NextEra Energy NEE Stock Holding History

Pathstone Family Office’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
2021 Q2	–	Sell	-1,000	Closed	-$3K	–	837
2021 Q1	$3K	Buy	+1,000	New	+$78K	﹤0.01%	650

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

Pathstone Family Office's NEE Position: Q3 2023 in Review

Pathstone Family Office increased its NextEra Energy (NEE) stake by 174% in Q3 2023, buying an estimated $5.98M and bringing the position to 135,856 shares worth $7.79M. The position accounts for 0.06% of the portfolio, ranked #206.

Pathstone Family Office first reported a position in NEE in Q3 2014 and has held it in 30 quarters since. The position peaked at $10.3M in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Pathstone Family Office held 135,856 shares of NextEra Energy worth $7.79M as of Q3 2023.
Pathstone Family Office bought 86,333 NextEra Energy shares in Q3 2023, an estimated $5.98M.
NextEra Energy made up 0.06% of Pathstone Family Office's portfolio in Q3 2023, its #206 holding.
Pathstone Family Office first reported a position in NextEra Energy in Q3 2014 and has held it in 30 quarters since.
Pathstone Family Office's NextEra Energy position peaked at $10.3M in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.