Rockwood Wealth Management’s NextEra Energy NEE Stock Holding History

Rockwood 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
2022 Q1	–	Sell	-9,250	Closed	-$864K	–	108
2021 Q4	$864K	Buy	+9,250	New	+$799K	0.38%	27

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Rockwood Wealth Management's NEE Position: Q1 2022 in Review

Rockwood Wealth Management sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 9,250 shares — an estimated $864K sold.

Rockwood Wealth Management first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $864K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Rockwood Wealth Management reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 9,250 NextEra Energy shares in Q1 2022, an estimated $864K.
Rockwood Wealth Management first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's NextEra Energy position peaked at $864K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.