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Piershale Financial Group’s NextEra Energy NEE Stock Holding History

Piershale Financial Group’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 		$4.97K Hold
67
– – ﹤0.01% 173
2023
Q1 		$5.16K Hold
67
– – ﹤0.01% 163
2022
Q4 		$5.6K Buy
+67
New +$5.41K ﹤0.01% 161

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piershale Financial Group's NEE Position: Q2 2023 in Review

Piershale Financial Group held its NextEra Energy (NEE) position steady in Q2 2023 at 67 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Piershale Financial Group first reported a position in NEE in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.6K in Q4 2022. 2,415 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Piershale Financial Group held 67 shares of NextEra Energy worth $4.97K as of Q2 2023.
  • Piershale Financial Group left its NextEra Energy share count unchanged in Q2 2023.
  • NextEra Energy made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #173 holding.
  • Piershale Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's NextEra Energy position peaked at $5.6K in Q4 2022.
  • 2,415 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.