Private Advisory Group’s NextEra Energy NEE Stock Holding History

Private 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
2024 Q1	–	Sell	-21,648	Closed	-$1.31M	–	203
2023 Q4	$1.31M	Sell	21,648 -1,897	-8%	-$108K	0.23%	85
2023 Q3	$1.35M	Buy	23,545 +668	+3%	+$46.2K	0.27%	86
2023 Q2	$1.7M	Buy	22,877 +2,003	+10%	+$152K	0.34%	75
2023 Q1	$1.61M	Buy	20,874 +1,399	+7%	+$108K	0.34%	69
2022 Q4	$1.63M	Sell	19,475 -947	-5%	-$76.5K	0.36%	68
2022 Q3	$1.6M	Buy	20,422 +9,282	+83%	+$787K	0.37%	68
2022 Q2	$863K	Buy	11,140 +711	+7%	+$54.1K	0.2%	87
2022 Q1	$883K	Buy	10,429 +2,387	+30%	+$191K	0.17%	92
2021 Q4	$751K	Buy	8,042 +1,264	+19%	+$109K	0.14%	93
2021 Q3	$532K	Buy	6,778 +353	+5%	+$28.5K	0.13%	92
2021 Q2	$471K	Buy	6,425 +2,178	+51%	+$163K	0.12%	94
2021 Q1	$321K	Buy	+4,247	New	+$331K	0.09%	110

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Private Advisory Group's NEE Position: Q1 2024 in Review

Private Advisory Group sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 21,648 shares — an estimated $1.31M sold.

Private Advisory Group first reported a position in NEE in Q1 2021 and held it in 12 quarters. The position peaked at $1.7M in Q2 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Private Advisory Group reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Private Advisory Group sold 21,648 NextEra Energy shares in Q1 2024, an estimated $1.31M.
Private Advisory Group first reported a position in NextEra Energy in Q1 2021 and held it in 12 quarters.
Private Advisory Group's NextEra Energy position peaked at $1.7M in Q2 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.