Professional Financial Advisors’s NextEra Energy NEE Stock Holding History

Professional Financial Advisors’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
2022 Q4	–	Sell	-683	Closed	-$54K	–	322
2022 Q3	$54K	Hold	683	–	–	0.03%	136
2022 Q2	$53K	Hold	683	–	–	0.03%	139
2022 Q1	$58K	Buy	683 +75	+12%	+$6.01K	0.03%	133
2021 Q4	$57K	Hold	608	–	–	0.02%	160
2021 Q3	$48K	Hold	608	–	–	0.03%	141
2021 Q2	$45K	Hold	608	–	–	0.02%	147
2021 Q1	$46K	Hold	608	–	–	0.03%	131
2020 Q4	$47K	Sell	608 -1,824	-75%	-$136K	0.04%	126
2020 Q3	$45K	Buy	+2,432	New	+$168K	0.04%	122

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Professional Financial Advisors's NEE Position: Q4 2022 in Review

Professional Financial Advisors sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 683 shares — an estimated $54K sold.

Professional Financial Advisors first reported a position in NEE in Q3 2020 and held it in 9 quarters. The position peaked at $58K in Q1 2022. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Professional Financial Advisors reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 683 NextEra Energy shares in Q4 2022, an estimated $54K.
Professional Financial Advisors first reported a position in NextEra Energy in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's NextEra Energy position peaked at $58K in Q1 2022.
2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.