Selective Wealth Management’s NextEra Energy NEE Stock Holding History

Selective 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 Q4	–	Sell	-161	Closed	-$13K	–	508
2022 Q3	$13K	Sell	161 -217	-57%	-$18.4K	0.01%	483
2022 Q2	$29K	Hold	378	–	–	0.01%	410
2022 Q1	$32K	Sell	378 -825	-69%	-$66.1K	0.01%	382
2021 Q4	$112K	Hold	1,203	–	–	0.05%	184
2021 Q3	$94K	Buy	1,203 +280	+30%	+$22.6K	0.05%	192
2021 Q2	$68K	Buy	923 +800	+650%	+$60K	0.05%	155
2021 Q1	$9K	Hold	123	–	–	0.01%	268
2020 Q4	$9K	Buy	+123	New	+$9.2K	0.01%	253
2020 Q3	–	Sell	-312	Closed	-$19K	–	385
2020 Q2	$19K	Hold	312	–	–	0.02%	182
2020 Q1	$19K	Hold	312	–	–	0.03%	109
2019 Q4	$19K	Hold	312	–	–	0.02%	125
2019 Q3	$18K	Buy	+312	New	+$16.9K	0.02%	130

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

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

Selective Wealth Management's NEE Position: Q4 2022 in Review

Selective Wealth Management sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 161 shares — an estimated $13K sold.

Selective Wealth Management first reported a position in NEE in Q3 2019 and held it in 12 quarters. The position peaked at $112K in Q4 2021. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Selective Wealth Management reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 161 NextEra Energy shares in Q4 2022, an estimated $13K.
Selective Wealth Management first reported a position in NextEra Energy in Q3 2019 and held it in 12 quarters.
Selective Wealth Management's NextEra Energy position peaked at $112K in Q4 2021.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.