Quantum Financial Advisors’s NextEra Energy NEE Stock Holding History

Quantum 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
2023 Q1	–	Sell	-2,711	Closed	-$227K	–	97
2022 Q4	$227K	Hold	2,711	–	–	0.1%	77
2022 Q3	$213K	Hold	2,711	–	–	0.09%	77
2022 Q2	$243K	Buy	+2,711	New	+$206K	0.09%	76

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Quantum Financial Advisors's NEE Position: Q1 2023 in Review

Quantum Financial Advisors sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,711 shares — an estimated $227K sold.

Quantum Financial Advisors first reported a position in NEE in Q2 2022 and held it in 3 quarters. The position peaked at $243K in Q2 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Quantum Financial Advisors reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Quantum Financial Advisors sold 2,711 NextEra Energy shares in Q1 2023, an estimated $227K.
Quantum Financial Advisors first reported a position in NextEra Energy in Q2 2022 and held it in 3 quarters.
Quantum Financial Advisors's NextEra Energy position peaked at $243K in Q2 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Quantum Financial Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.