Presilium Private Wealth’s NextEra Energy NEE Stock Holding History

Presilium Private Wealth’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
2024 Q1	–	Sell	-3,448	Closed	-$209K	–	70
2023 Q4	$209K	Buy	+3,448	New	+$197K	0.06%	68
2023 Q3	–	Sell	-3,448	Closed	-$256K	–	59
2023 Q2	$256K	Sell	3,448 -2,299	-40%	-$174K	0.09%	52
2023 Q1	$443K	Buy	5,747 +441	+8%	+$33.9K	0.17%	35
2022 Q4	$444K	Buy	+5,306	New	+$429K	0.19%	32

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Presilium Private Wealth's NEE Position: Q1 2024 in Review

Presilium Private Wealth sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 3,448 shares — an estimated $209K sold.

Presilium Private Wealth first reported a position in NEE in Q4 2022 and held it in 4 quarters. The position peaked at $444K in Q4 2022. 2,466 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Presilium Private Wealth reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Presilium Private Wealth sold 3,448 NextEra Energy shares in Q1 2024, an estimated $209K.
Presilium Private Wealth first reported a position in NextEra Energy in Q4 2022 and held it in 4 quarters.
Presilium Private Wealth's NextEra Energy position peaked at $444K in Q4 2022.
2,466 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Presilium Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.