Personal Wealth Partners’s NextEra Energy NEE Stock Holding History

Personal 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
2022 Q2	–	Sell	-3,300	Closed	-$280K	–	46
2022 Q1	$280K	Hold	3,300	–	–	0.12%	66
2021 Q4	$308K	Hold	3,300	–	–	0.13%	64
2021 Q3	$259K	Hold	3,300	–	–	0.11%	64
2021 Q2	$242K	Hold	3,300	–	–	0.1%	72
2021 Q1	$250K	Hold	3,300	–	–	0.11%	66
2020 Q4	$255K	Hold	3,300	–	–	0.12%	58
2020 Q3	$229K	Buy	+3,300	New	+$228K	0.12%	63
2020 Q1	–	Sell	-3,300	Closed	-$200K	–	411
2019 Q4	$200K	Hold	3,300	–	–	0.09%	70
2019 Q3	$192K	Buy	3,300 +1,368	+71%	+$74K	0.09%	69
2019 Q2	$99K	Buy	+1,932	New	+$95.1K	0.05%	90
2019 Q1	–	Sell	-4,804	Closed	-$209K	–	68
2018 Q4	$209K	Buy	+4,804	New	+$210K	0.13%	36

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Personal Wealth Partners's NEE Position: Q2 2022 in Review

Personal Wealth Partners sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 3,300 shares — an estimated $280K sold.

Personal Wealth Partners first reported a position in NEE in Q4 2018 and held it in 11 quarters. The position peaked at $308K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Personal Wealth Partners reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,300 NextEra Energy shares in Q2 2022, an estimated $280K.
Personal Wealth Partners first reported a position in NextEra Energy in Q4 2018 and held it in 11 quarters.
Personal Wealth Partners's NextEra Energy position peaked at $308K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.