PRW Wealth Management’s NextEra Energy NEE Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-2,714	Closed	-$208K	–	102
2023 Q1	$208K	Buy	2,714 +2	+0.1%	+$154	0.08%	105
2022 Q4	$227K	Hold	2,712	–	–	0.1%	59
2022 Q3	$213K	Hold	2,712	–	–	0.1%	90
2022 Q2	$210K	Hold	2,712	–	–	0.12%	89
2022 Q1	$229K	Hold	2,712	–	–	0.1%	99
2021 Q4	$254K	Buy	+2,712	New	+$234K	0.12%	83
2021 Q3	–	Sell	-35,469	Closed	-$2.6M	–	222
2021 Q2	$2.6M	Buy	35,469 +32,757	+1,208%	+$2.46M	0.76%	31
2021 Q1	$205K	Buy	+2,712	New	+$212K	0.1%	91
2019 Q2	–	Sell	-848	Closed	-$41K	–	452
2019 Q1	$41K	Sell	848 -264	-24%	-$12.1K	0.04%	162
2018 Q4	$49K	Buy	+1,112	New	+$48.6K	0.06%	137

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PRW Wealth Management's NEE Position: Q2 2023 in Review

PRW Wealth Management sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 2,714 shares — an estimated $208K sold.

PRW Wealth Management first reported a position in NEE in Q4 2018 and held it in 10 quarters. The position peaked at $2.6M in Q2 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

PRW Wealth Management reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
PRW Wealth Management sold 2,714 NextEra Energy shares in Q2 2023, an estimated $208K.
PRW Wealth Management first reported a position in NextEra Energy in Q4 2018 and held it in 10 quarters.
PRW Wealth Management's NextEra Energy position peaked at $2.6M in Q2 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on PRW Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.