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PAX Financial Group’s NextEra Energy NEE Stock Holding History

PAX Financial 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
-10,698
Closed -$613K – 240
2023
Q3 		$613K Buy
10,698
+728
+7% +$50.4K 0.14% 135
2023
Q2 		$740K Sell
9,970
-467
-4% -$35.4K 0.17% 96
2023
Q1 		$804K Buy
10,437
+95
+0.9% +$7.31K 0.19% 81
2022
Q4 		$865K Sell
10,342
-980
-9% -$79.2K 0.22% 71
2022
Q3 		$888K Sell
11,322
-53
-0.5% -$4.5K 0.23% 63
2022
Q2 		$881K Buy
11,375
+978
+9% +$74.5K 0.22% 61
2022
Q1 		$881K Buy
10,397
+856
+9% +$68.6K 0.2% 82
2021
Q4 		$891K Sell
9,541
-2,284
-19% -$197K 0.2% 77
2021
Q3 		$929K Buy
11,825
+593
+5% +$47.8K 0.23% 62
2021
Q2 		$823K Buy
11,232
+963
+9% +$72.3K 0.21% 76
2021
Q1 		$776K Buy
10,269
+1,253
+14% +$97.8K 0.22% 66
2020
Q4 		$696K Buy
9,016
+1,676
+23% +$125K 0.22% 50
2020
Q3 		$509K Buy
7,340
+140
+2% +$9.66K 0.18% 78
2020
Q2 		$432K Buy
7,200
+220
+3% +$13.2K 0.16% 83
2020
Q1 		$418K Buy
+6,980
New +$439K 0.18% 62

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAX Financial Group's NEE Position: Q4 2023 in Review

PAX Financial Group sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 10,698 shares — an estimated $613K sold.

PAX Financial Group first reported a position in NEE in Q1 2020 and held it in 15 quarters. The position peaked at $929K in Q3 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • PAX Financial Group reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • PAX Financial Group sold 10,698 NextEra Energy shares in Q4 2023, an estimated $613K.
  • PAX Financial Group first reported a position in NextEra Energy in Q1 2020 and held it in 15 quarters.
  • PAX Financial Group's NextEra Energy position peaked at $929K in Q3 2021.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on PAX Financial Group's 13F filing for Q4 2023, filed 12 Feb 2024.