Steward Financial Group’s NextEra Energy NEE Stock Holding History

Steward Financial Group’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 Q3	$64K	Buy	1,133 +15	+1%	+$1.04K	0.02%	125
2023 Q2	$82K	Sell	1,118 -194	-15%	-$14.7K	0.03%	103
2023 Q1	$101K	Buy	1,312 +85	+7%	+$6.54K	0.03%	59
2022 Q4	$102K	Buy	+1,227	New	+$99.1K	0.05%	53
2022 Q3	–	Sell	-715	Closed	-$55K	–	876
2022 Q2	$55K	Buy	715 +441	+161%	+$33.6K	0.05%	82
2022 Q1	$23K	Buy	274 +214	+357%	+$17.1K	0.02%	145
2021 Q4	$5K	Buy	+60	New	+$5.18K	﹤0.01%	180

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

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

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

Steward Financial Group's NEE Position: Q3 2023 in Review

Steward Financial Group increased its NextEra Energy (NEE) stake by 1.3% in Q3 2023, buying an estimated $1.04K and bringing the position to 1,133 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #125.

Steward Financial Group first reported a position in NEE in Q4 2021 and has held it in 7 quarters since. The position peaked at $102K in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Steward Financial Group held 1,133 shares of NextEra Energy worth $64K as of Q3 2023.
Steward Financial Group bought 15 NextEra Energy shares in Q3 2023, an estimated $1.04K.
NextEra Energy made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #125 holding.
Steward Financial Group first reported a position in NextEra Energy in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's NextEra Energy position peaked at $102K in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.