RVW Wealth’s NextEra Energy NEE Stock Holding History

RVW Wealth’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 Q4	–	Sell	-1,000	Closed	-$57.3K	–	282
2023 Q3	$57.3K	Buy	+1,000	New	+$69.2K	0.01%	218

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

RVW Wealth's NEE Position: Q4 2023 in Review

RVW Wealth sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 1,000 shares — an estimated $57.3K sold.

RVW Wealth first reported a position in NEE in Q3 2023 and held it in 1 quarter. The position peaked at $57.3K in Q3 2023. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

RVW Wealth reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,000 NextEra Energy shares in Q4 2023, an estimated $57.3K.
RVW Wealth first reported a position in NextEra Energy in Q3 2023 and held it in 1 quarter.
RVW Wealth's NextEra Energy position peaked at $57.3K in Q3 2023.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.