Planning Center Inc’s NextEra Energy NEE Stock Holding History

Planning Center Inc’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	–	Sell	-4,076	Closed	-$321K	–	75
2023 Q1	$321K	Hold	4,076	–	–	0.09%	44
2022 Q4	$341K	Buy	+4,076	New	+$329K	0.1%	44

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

Norges Bank Oslo, Norway $935B AUM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Planning Center Inc's NEE Position: Q2 2023 in Review

Planning Center Inc sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 4,076 shares — an estimated $321K sold.

Planning Center Inc first reported a position in NEE in Q4 2022 and held it in 2 quarters. The position peaked at $341K in Q4 2022. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Planning Center Inc reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Planning Center Inc sold 4,076 NextEra Energy shares in Q2 2023, an estimated $321K.
Planning Center Inc first reported a position in NextEra Energy in Q4 2022 and held it in 2 quarters.
Planning Center Inc's NextEra Energy position peaked at $341K in Q4 2022.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Planning Center Inc's 13F filing for Q2 2023, filed 20 Jul 2023.