Schubert & Co’s NextEra Energy NEE Stock Holding History

Schubert & Co’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 Q2	–	Sell	-58	Closed	-$4.47K	–	981
2023 Q1	$4.47K	Sell	58 -7	-11%	-$538	﹤0.01%	493
2022 Q4	$5.43K	Sell	65 -20	-24%	-$1.62K	0.01%	403
2022 Q3	$7K	Buy	85 +27	+47%	+$2.29K	0.01%	285
2022 Q2	$4K	Buy	58 +22	+61%	+$1.68K	﹤0.01%	465
2022 Q1	$3K	Buy	36 +3	+9%	+$240	﹤0.01%	299
2021 Q4	$3K	Buy	+33	New	+$2.85K	﹤0.01%	246

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Schubert & Co's NEE Position: Q2 2023 in Review

Schubert & Co sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 58 shares — an estimated $4.47K sold.

Schubert & Co first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q3 2022. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Schubert & Co reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 58 NextEra Energy shares in Q2 2023, an estimated $4.47K.
Schubert & Co first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
Schubert & Co's NextEra Energy position peaked at $7K in Q3 2022.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.