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	$6.1K	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

Wellington Management Group

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return