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Provence Wealth Management Group’s NextEra Energy NEE Stock Holding History

Provence Wealth Management 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
2023
Q4 		$380K Buy
6,258
+5,876
+1,538% +$335K 0.2% 103
2023
Q3 		$21.9K Buy
+382
New +$26.4K 0.01% 253
2023
Q2 		– Sell
-2,705
Closed -$209K – 156
2023
Q1 		$209K Buy
+2,705
New +$208K 0.14% 131

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Provence Wealth Management Group's NEE Position: Q4 2023 in Review

Provence Wealth Management Group increased its NextEra Energy (NEE) stake by 1,538% in Q4 2023, buying an estimated $335K and bringing the position to 6,258 shares worth $380K. The position accounts for 0.2% of the portfolio, ranked #103.

Provence Wealth Management Group first reported a position in NEE in Q1 2023 and has held it in 3 quarters since. 2,420 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Provence Wealth Management Group held 6,258 shares of NextEra Energy worth $380K as of Q4 2023.
  • Provence Wealth Management Group bought 5,876 NextEra Energy shares in Q4 2023, an estimated $335K.
  • NextEra Energy made up 0.2% of Provence Wealth Management Group's portfolio in Q4 2023, its #103 holding.
  • Provence Wealth Management Group first reported a position in NextEra Energy in Q1 2023 and has held it in 3 quarters since.
  • 2,420 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.