Polaris Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Polaris Wealth Advisory 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 Q3	$26.6M	Buy	463,870 +22,057	+5%	+$1.53M	2.02%	12
2023 Q2	$32.8M	Buy	441,813 +73,714	+20%	+$5.58M	2.49%	9
2023 Q1	$28.4M	Buy	368,099 +310,441	+538%	+$23.9M	2.09%	13
2022 Q4	$4.9M	Sell	57,658 -2,955	-5%	-$239K	0.37%	77
2022 Q3	$4.65M	Buy	+60,613	New	+$5.14M	0.39%	69
2022 Q2	–	Sell	-11,312	Closed	-$985K	–	162
2022 Q1	$985K	Buy	11,312 +2,539	+29%	+$203K	0.07%	94
2021 Q4	$819K	Sell	8,773 -80	-0.9%	-$6.91K	0.05%	110
2021 Q3	$716K	Buy	+8,853	New	+$714K	0.04%	110
2020 Q3	–	Sell	-373,504	Closed	-$23M	–	175
2020 Q2	$23M	Buy	+373,504	New	+$22.4M	1.82%	23
2018 Q4	–	Sell	-340	Closed	-$14K	–	334
2018 Q3	$14K	Buy	+340	New	+$14.5K	﹤0.01%	368
2018 Q2	–	Sell	-340	Closed	-$14K	–	356
2018 Q1	$14K	Buy	+340	New	+$13.1K	﹤0.01%	329

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Polaris Wealth Advisory Group's NEE Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its NextEra Energy (NEE) stake by 5% in Q3 2023, buying an estimated $1.53M and bringing the position to 463,870 shares worth $26.6M. The position accounts for 2.02% of the portfolio, ranked #12.

Polaris Wealth Advisory Group first reported a position in NEE in Q1 2018 and has held it in 11 quarters since. The position peaked at $32.8M in Q2 2023. 2,310 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Polaris Wealth Advisory Group held 463,870 shares of NextEra Energy worth $26.6M as of Q3 2023.
Polaris Wealth Advisory Group bought 22,057 NextEra Energy shares in Q3 2023, an estimated $1.53M.
NextEra Energy made up 2.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #12 holding.
Polaris Wealth Advisory Group first reported a position in NextEra Energy in Q1 2018 and has held it in 11 quarters since.
Polaris Wealth Advisory Group's NextEra Energy position peaked at $32.8M in Q2 2023.
2,310 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.