Private Wealth Strategies’s NextEra Energy NEE Stock Holding History

Private Wealth Strategies’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	-2,696	Closed	-$200K	–	78
2023 Q2	$200K	Buy	2,696 +17	+0.6%	+$1.29K	0.05%	71
2023 Q1	$207K	Buy	2,679 +17	+0.6%	+$1.31K	0.05%	73
2022 Q4	$223K	Buy	2,662 +12	+0.5%	+$969	0.06%	65
2022 Q3	$207K	Buy	2,650 +14	+0.5%	+$1.19K	0.06%	66
2022 Q2	$205K	Buy	2,636 +14	+0.5%	+$1.07K	0.06%	71
2022 Q1	$222K	Buy	2,622 +15	+0.6%	+$1.2K	0.05%	74
2021 Q4	$244K	Sell	2,607 -489	-16%	-$42.3K	0.06%	69
2021 Q3	$243K	Buy	+3,096	New	+$250K	0.06%	72

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

Private Wealth Strategies's NEE Position: Q3 2023 in Review

Private Wealth Strategies sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 2,696 shares — an estimated $200K sold.

Private Wealth Strategies first reported a position in NEE in Q3 2021 and held it in 8 quarters. The position peaked at $244K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Private Wealth Strategies reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Private Wealth Strategies sold 2,696 NextEra Energy shares in Q3 2023, an estimated $200K.
Private Wealth Strategies first reported a position in NextEra Energy in Q3 2021 and held it in 8 quarters.
Private Wealth Strategies's NextEra Energy position peaked at $244K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Private Wealth Strategies's 13F filing for Q3 2023, filed 10 Oct 2023.