PFS Investments’s NextEra Energy NEE Stock Holding History

PFS Investments’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 Q2	$6.46M	Buy	87,097 +4,661	+6%	+$353K	0.11%	186
2023 Q1	$6.51M	Buy	82,436 +4,873	+6%	+$375K	0.11%	167
2022 Q4	$6.48M	Sell	77,563 -225	-0.3%	-$18.2K	0.12%	160
2022 Q3	$6.1M	Buy	77,788 +2,657	+4%	+$225K	0.11%	152
2022 Q2	$5.82M	Sell	75,131 -33,233	-31%	-$2.53M	0.12%	168
2022 Q1	$9.18M	Buy	108,364 +1,144	+1%	+$91.7K	0.17%	129
2021 Q4	$10M	Buy	107,220 +1,955	+2%	+$169K	0.19%	127
2021 Q3	$8.9M	Buy	105,265 +5,663	+6%	+$457K	0.18%	124
2021 Q2	$7.47M	Buy	99,602 +5,368	+6%	+$403K	0.17%	131
2021 Q1	$7.13M	Buy	94,234 +10,033	+12%	+$783K	0.18%	127
2020 Q4	$6.71M	Buy	84,201 +10,793	+15%	+$807K	0.19%	119
2020 Q3	$5.09M	Buy	73,408 +2,304	+3%	+$159K	0.17%	128
2020 Q2	$4.27M	Buy	71,104 +17,756	+33%	+$1.06M	0.16%	122
2020 Q1	$3.21M	Buy	53,348 +22,184	+71%	+$1.39M	0.14%	114
2019 Q4	$1.89M	Buy	31,164 +15,776	+103%	+$921K	0.07%	152
2019 Q3	$896K	Buy	15,388 +7,508	+95%	+$406K	0.04%	156
2019 Q2	$410K	Buy	+7,880	New	+$388K	0.02%	160

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFS Investments's NEE Position: Q2 2023 in Review

PFS Investments increased its NextEra Energy (NEE) stake by 5.7% in Q2 2023, buying an estimated $353K and bringing the position to 87,097 shares worth $6.46M. The position accounts for 0.11% of the portfolio, ranked #186.

PFS Investments first reported a position in NEE in Q2 2019 and has held it in 17 quarters since. The position peaked at $10M in Q4 2021. 2,416 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

PFS Investments held 87,097 shares of NextEra Energy worth $6.46M as of Q2 2023.
PFS Investments bought 4,661 NextEra Energy shares in Q2 2023, an estimated $353K.
NextEra Energy made up 0.11% of PFS Investments's portfolio in Q2 2023, its #186 holding.
PFS Investments first reported a position in NextEra Energy in Q2 2019 and has held it in 17 quarters since.
PFS Investments's NextEra Energy position peaked at $10M in Q4 2021.
2,416 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.