Perfromance Wealth Partners’s NextEra Energy NEE Stock Holding History

Perfromance Wealth Partners’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 Q1	–	Sell	-2,500	Closed	-$209K	–	183
2022 Q4	$209K	Sell	2,500 -916	-27%	-$74K	0.01%	156
2022 Q3	$268K	Hold	3,416	–	–	0.02%	128
2022 Q2	$265K	Buy	3,416 +620	+22%	+$47.2K	0.01%	135
2022 Q1	$237K	Hold	2,796	–	–	0.01%	156
2021 Q4	$261K	Buy	+2,796	New	+$242K	0.01%	150

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Perfromance Wealth Partners's NEE Position: Q1 2023 in Review

Perfromance Wealth Partners sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,500 shares — an estimated $209K sold.

Perfromance Wealth Partners first reported a position in NEE in Q4 2021 and held it in 5 quarters. The position peaked at $268K in Q3 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Perfromance Wealth Partners reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Perfromance Wealth Partners sold 2,500 NextEra Energy shares in Q1 2023, an estimated $209K.
Perfromance Wealth Partners first reported a position in NextEra Energy in Q4 2021 and held it in 5 quarters.
Perfromance Wealth Partners's NextEra Energy position peaked at $268K in Q3 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Perfromance Wealth Partners's 13F filing for Q1 2023, filed 20 Apr 2023.