Solitude Financial Services’s NextEra Energy NEE Stock Holding History

Solitude Financial Services’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	-2,407	Closed	-$201K	–	45
2022 Q4	$201K	Buy	+2,407	New	+$194K	0.14%	44
2022 Q2	–	Sell	-2,680	Closed	-$227K	–	45
2022 Q1	$227K	Sell	2,680 -640	-19%	-$51.3K	0.14%	37
2021 Q4	$310K	Sell	3,320 -40	-1%	-$3.46K	0.21%	37
2021 Q3	$264K	Buy	+3,360	New	+$271K	0.18%	37

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

Solitude Financial Services's NEE Position: Q1 2023 in Review

Solitude Financial Services sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,407 shares — an estimated $201K sold.

Solitude Financial Services first reported a position in NEE in Q3 2021 and held it in 4 quarters. The position peaked at $310K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Solitude Financial Services reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Solitude Financial Services sold 2,407 NextEra Energy shares in Q1 2023, an estimated $201K.
Solitude Financial Services first reported a position in NextEra Energy in Q3 2021 and held it in 4 quarters.
Solitude Financial Services's NextEra Energy position peaked at $310K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Solitude Financial Services's 13F filing for Q1 2023, filed 25 Apr 2023.