Royal Harbor Partners’s NextEra Energy NEE Stock Holding History

Royal Harbor Partners’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	-3,040	Closed	-$226K	–	63
2023 Q2	$226K	Hold	3,040	–	–	0.11%	68
2023 Q1	$234K	Hold	3,040	–	–	0.13%	70
2022 Q4	$254K	Sell	3,040 -2,467	-45%	-$199K	0.16%	64
2022 Q3	$432K	Buy	5,507 +12	+0.2%	+$1.02K	0.3%	59
2022 Q2	$426K	Buy	5,495 +14	+0.3%	+$1.07K	0.29%	55
2022 Q1	$464K	Buy	5,481 +13	+0.2%	+$1.04K	0.3%	58
2021 Q4	$510K	Buy	5,468 +10	+0.2%	+$864	0.32%	56
2021 Q3	$429K	Buy	5,458 +6	+0.1%	+$484	0.31%	60
2021 Q2	$400K	Buy	5,452 +6	+0.1%	+$450	0.27%	57
2021 Q1	$412K	Buy	5,446 +2,406	+79%	+$188K	0.31%	55
2020 Q4	$235K	Hold	3,040	–	–	0.2%	79
2020 Q3	$211K	Buy	+3,040	New	+$210K	0.2%	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

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

Royal Harbor Partners's NEE Position: Q3 2023 in Review

Royal Harbor Partners sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,040 shares — an estimated $226K sold.

Royal Harbor Partners first reported a position in NEE in Q3 2020 and held it in 12 quarters. The position peaked at $510K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Royal Harbor Partners reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 3,040 NextEra Energy shares in Q3 2023, an estimated $226K.
Royal Harbor Partners first reported a position in NextEra Energy in Q3 2020 and held it in 12 quarters.
Royal Harbor Partners's NextEra Energy position peaked at $510K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.