Providence Capital Advisors’s NextEra Energy NEE Stock Holding History

Providence Capital 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
2024 Q1	–	Sell	-200	Closed	-$12.1K	–	363
2023 Q4	$12.1K	Buy	200 +162	+426%	+$9.23K	﹤0.01%	238
2023 Q3	$2.18K	Buy	+38	New	+$2.63K	﹤0.01%	296
2020 Q1	–	Sell	-36	Closed	-$2K	–	293
2019 Q4	$2K	Buy	+36	New	+$2.1K	﹤0.01%	242
2018 Q1	–	Sell	-484	Closed	-$19K	–	284
2017 Q4	$19K	Buy	+484	New	+$18.7K	0.01%	159

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

Providence Capital Advisors's NEE Position: Q1 2024 in Review

Providence Capital Advisors sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 200 shares — an estimated $12.1K sold.

Providence Capital Advisors first reported a position in NEE in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q4 2017. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Providence Capital Advisors reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Providence Capital Advisors sold 200 NextEra Energy shares in Q1 2024, an estimated $12.1K.
Providence Capital Advisors first reported a position in NextEra Energy in Q4 2017 and held it in 4 quarters.
Providence Capital Advisors's NextEra Energy position peaked at $19K in Q4 2017.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Providence Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.