Ratio Wealth Group’s NextEra Energy NEE Stock Holding History

Ratio Wealth 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 Q3	–	Sell	-2,869	Closed	-$213K	–	72
2023 Q2	$213K	Buy	+2,869	New	+$217K	0.05%	61
2022 Q4	$220K	Hold	2,636	–	–	0.06%	58
2022 Q3	$207K	Sell	2,636 -36	-1%	-$3.05K	0.07%	56
2022 Q2	$207K	Hold	2,672	–	–	0.07%	52
2022 Q1	$226K	Hold	2,672	–	–	0.07%	51
2021 Q4	$249K	Hold	2,672	–	–	0.08%	46
2021 Q3	$210K	Buy	+2,672	New	+$215K	0.07%	56
2021 Q2	–	Sell	-2,672	Closed	-$202K	–	51
2021 Q1	$202K	Hold	2,672	–	–	0.08%	45
2020 Q4	$206K	Buy	+2,672	New	+$200K	0.11%	47

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Ratio Wealth Group's NEE Position: Q3 2023 in Review

Ratio Wealth Group sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 2,869 shares — an estimated $213K sold.

Ratio Wealth Group first reported a position in NEE in Q4 2020 and held it in 9 quarters. The position peaked at $249K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Ratio Wealth Group reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Ratio Wealth Group sold 2,869 NextEra Energy shares in Q3 2023, an estimated $213K.
Ratio Wealth Group first reported a position in NextEra Energy in Q4 2020 and held it in 9 quarters.
Ratio Wealth Group's NextEra Energy position peaked at $249K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Ratio Wealth Group's 13F filing for Q3 2023, filed 14 Nov 2023.