RGT Wealth Advisors’s NextEra Energy NEE Stock Holding History

RGT Wealth 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
2022 Q3	$305K	Sell	3,892 -881	-18%	-$74.7K	0.05%	59
2022 Q2	$370K	Buy	4,773 +122	+3%	+$9.29K	0.06%	63
2022 Q1	$394K	Buy	4,651 +38	+0.8%	+$3.04K	0.06%	62
2021 Q4	$431K	Sell	4,613 -1,607	-26%	-$139K	0.07%	62
2021 Q3	$488K	Hold	6,220	–	–	0.1%	27
2021 Q2	$456K	Sell	6,220 -120	-2%	-$9.01K	0.08%	31
2021 Q1	$479K	Sell	6,340 -100	-2%	-$7.8K	0.09%	29
2020 Q4	$497K	Hold	6,440	–	–	0.1%	29
2020 Q3	$447K	Buy	6,440 +184	+3%	+$12.7K	0.11%	20
2020 Q2	$376K	Sell	6,256 -1,928	-24%	-$115K	0.11%	23
2020 Q1	$492K	Buy	8,184 +1,964	+32%	+$123K	0.32%	16
2019 Q4	$377K	Hold	6,220	–	–	1.14%	23
2019 Q3	$362K	Hold	6,220	–	–	1.05%	24
2019 Q2	$319K	Buy	+6,220	New	+$306K	1.01%	24

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RGT Wealth Advisors's NEE Position: Q3 2022 in Review

RGT Wealth Advisors reduced its NextEra Energy (NEE) stake by 18% in Q3 2022, selling an estimated $74.7K and leaving 3,892 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #59.

RGT Wealth Advisors first reported a position in NEE in Q2 2019 and has held it in 14 quarters since. The position peaked at $497K in Q4 2020. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

RGT Wealth Advisors held 3,892 shares of NextEra Energy worth $305K as of Q3 2022.
RGT Wealth Advisors sold 881 NextEra Energy shares in Q3 2022, an estimated $74.7K.
NextEra Energy made up 0.05% of RGT Wealth Advisors's portfolio in Q3 2022, its #59 holding.
RGT Wealth Advisors first reported a position in NextEra Energy in Q2 2019 and has held it in 14 quarters since.
RGT Wealth Advisors's NextEra Energy position peaked at $497K in Q4 2020.
2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.