Smith Shellnut Wilson’s NextEra Energy NEE Stock Holding History

Smith Shellnut Wilson’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 Q1	–	Sell	-2,531	Closed	-$212K	–	130
2022 Q4	$212K	Buy	+2,531	New	+$204K	0.13%	123
2021 Q2	–	Sell	-2,984	Closed	-$226K	–	167
2021 Q1	$226K	Buy	+2,984	New	+$233K	0.14%	120
2020 Q1	–	Sell	-3,404	Closed	-$206K	–	139
2019 Q4	$206K	Buy	+3,404	New	+$199K	0.14%	125
2017 Q3	–	Sell	-12,712	Closed	-$414K	–	146
2017 Q2	$414K	Buy	12,712 +2,816	+28%	+$96.3K	0.43%	47
2017 Q1	$318K	Sell	9,896 -1,824	-16%	-$57.3K	0.29%	78
2016 Q4	$350K	Buy	+11,720	New	+$350K	0.34%	64

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

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

Smith Shellnut Wilson's NEE Position: Q1 2023 in Review

Smith Shellnut Wilson sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,531 shares — an estimated $212K sold.

Smith Shellnut Wilson first reported a position in NEE in Q4 2016 and held it in 6 quarters. The position peaked at $414K in Q2 2017. 2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Smith Shellnut Wilson reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Smith Shellnut Wilson sold 2,531 NextEra Energy shares in Q1 2023, an estimated $212K.
Smith Shellnut Wilson first reported a position in NextEra Energy in Q4 2016 and held it in 6 quarters.
Smith Shellnut Wilson's NextEra Energy position peaked at $414K in Q2 2017.
2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Smith Shellnut Wilson's 13F filing for Q1 2023, filed 12 May 2023.