Strategic Advisors’s NextEra Energy NEE Stock Holding History

Strategic Advisors’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	–	Sell	-3,241	Closed	-$240K	–	201
2023 Q2	$240K	Buy	3,241 +6	+0.2%	+$454	0.05%	176
2023 Q1	$249K	Hold	3,235	–	–	0.05%	180
2022 Q4	$270K	Sell	3,235 -8	-0.2%	-$646	0.06%	163
2022 Q3	$254K	Buy	3,243 +349	+12%	+$29.6K	0.06%	162
2022 Q2	$224K	Buy	2,894 +96	+3%	+$7.31K	0.05%	170
2022 Q1	$237K	Sell	2,798 -2,343	-46%	-$188K	0.04%	173
2021 Q4	$479K	Buy	+5,141	New	+$444K	0.07%	151

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

Strategic Advisors's NEE Position: Q3 2023 in Review

Strategic Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,241 shares — an estimated $240K sold.

Strategic Advisors first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $479K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Strategic Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Strategic Advisors sold 3,241 NextEra Energy shares in Q3 2023, an estimated $240K.
Strategic Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
Strategic Advisors's NextEra Energy position peaked at $479K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Strategic Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.