Physicians Financial Services’s NextEra Energy NEE Stock Holding History

Physicians Financial Services’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	-2,434	Closed	-$203K	–	110
2022 Q4	$203K	Buy	+2,434	New	+$197K	0.09%	109
2021 Q2	–	Sell	-2,720	Closed	-$206K	–	117
2021 Q1	$206K	Buy	+2,720	New	+$212K	0.09%	112
2017 Q1	–	Sell	-3,120	Closed	-$99K	–	210
2016 Q4	$99K	Hold	3,120	–	–	0.08%	142
2016 Q3	$95K	Buy	3,120 +2,000	+179%	+$63K	0.08%	141
2016 Q2	$37K	Buy	1,120 +600	+115%	+$18K	0.03%	169
2016 Q1	$15K	Hold	520	–	–	0.01%	198
2015 Q4	$14K	Buy	+520	New	+$13.2K	0.01%	219

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

Physicians Financial Services's NEE Position: Q1 2023 in Review

Physicians Financial Services sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,434 shares — an estimated $203K sold.

Physicians Financial Services first reported a position in NEE in Q4 2015 and held it in 7 quarters. The position peaked at $206K in Q1 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Physicians Financial Services reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Physicians Financial Services sold 2,434 NextEra Energy shares in Q1 2023, an estimated $203K.
Physicians Financial Services first reported a position in NextEra Energy in Q4 2015 and held it in 7 quarters.
Physicians Financial Services's NextEra Energy position peaked at $206K in Q1 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Physicians Financial Services's 13F filing for Q1 2023, filed 17 May 2023.