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Retirement Financial Solutions’s NextEra Energy NEE Stock Holding History

Retirement Financial Solutions’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
-476
Closed -$39.8K – 171
2022
Q4 		$39.8K Buy
+476
New +$38.5K 0.03% 55

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Retirement Financial Solutions's NEE Position: Q1 2023 in Review

Retirement Financial Solutions sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 476 shares — an estimated $39.8K sold.

Retirement Financial Solutions first reported a position in NEE in Q4 2022 and held it in 1 quarter. The position peaked at $39.8K in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

  • Retirement Financial Solutions reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 476 NextEra Energy shares in Q1 2023, an estimated $39.8K.
  • Retirement Financial Solutions first reported a position in NextEra Energy in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's NextEra Energy position peaked at $39.8K in Q4 2022.
  • 2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.