PrairieView Partners’s NextEra Energy NEE Stock Holding History

PrairieView Partners’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	–	Sell	-119	Closed	-$8K	–	450
2023 Q2	$8K	Buy	119 +19	+19%	+$1.44K	﹤0.01%	338
2023 Q1	$7K	Hold	100	–	–	﹤0.01%	330
2022 Q4	$8K	Hold	100	–	–	﹤0.01%	336
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	322
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	343
2022 Q1	$8K	Buy	+100	New	+$8.01K	﹤0.01%	344

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

PrairieView Partners's NEE Position: Q3 2023 in Review

PrairieView Partners sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 119 shares — an estimated $8K sold.

PrairieView Partners first reported a position in NEE in Q1 2022 and held it in 6 quarters. The position peaked at $8K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

PrairieView Partners reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 119 NextEra Energy shares in Q3 2023, an estimated $8K.
PrairieView Partners first reported a position in NextEra Energy in Q1 2022 and held it in 6 quarters.
PrairieView Partners's NextEra Energy position peaked at $8K in Q2 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.