StrategIQ Financial Group’s NextEra Energy NEE Stock Holding History

StrategIQ 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 Q4	$420K	Sell	6,914 -864	-11%	-$49.2K	0.05%	228
2023 Q3	$446K	Buy	7,778 +36	+0.5%	+$2.49K	0.05%	220
2023 Q2	$574K	Buy	7,742 +430	+6%	+$32.6K	0.07%	198
2023 Q1	$564K	Sell	7,312 -525	-7%	-$40.4K	0.07%	188
2022 Q4	$655K	Buy	7,837 +60	+0.8%	+$4.85K	0.08%	160
2022 Q3	$610K	Buy	7,777 +1	+0%	+$85	0.08%	159
2022 Q2	$602K	Sell	7,776 -2,200	-22%	-$167K	0.07%	170
2022 Q1	$845K	Sell	9,976 -1,148	-10%	-$92K	0.09%	151
2021 Q4	$1.04M	Buy	+11,124	New	+$961K	0.1%	134

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

StrategIQ Financial Group's NEE Position: Q4 2023 in Review

StrategIQ Financial Group reduced its NextEra Energy (NEE) stake by 11% in Q4 2023, selling an estimated $49.2K and leaving 6,914 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #228.

StrategIQ Financial Group first reported a position in NEE in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

StrategIQ Financial Group held 6,914 shares of NextEra Energy worth $420K as of Q4 2023.
StrategIQ Financial Group sold 864 NextEra Energy shares in Q4 2023, an estimated $49.2K.
NextEra Energy made up 0.05% of StrategIQ Financial Group's portfolio in Q4 2023, its #228 holding.
StrategIQ Financial Group first reported a position in NextEra Energy in Q4 2021 and has held it in 9 quarters since.
StrategIQ Financial Group's NextEra Energy position peaked at $1.04M in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.