Surevest’s NextEra Energy NEE Stock Holding History

Surevest’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
2022 Q3	$297K	Sell	3,789 -32	-0.8%	-$2.71K	0.08%	127
2022 Q2	$296K	Hold	3,821	–	–	0.08%	125
2022 Q1	$324K	Hold	3,821	–	–	0.08%	121
2021 Q4	$357K	Hold	3,821	–	–	0.08%	97
2021 Q3	$300K	Buy	+3,821	New	+$308K	0.08%	98

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Surevest's NEE Position: Q3 2022 in Review

Surevest reduced its NextEra Energy (NEE) stake by 0.84% in Q3 2022, selling an estimated $2.71K and leaving 3,789 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #127.

Surevest first reported a position in NEE in Q3 2021 and has held it in 5 quarters since. The position peaked at $357K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Surevest held 3,789 shares of NextEra Energy worth $297K as of Q3 2022.
Surevest sold 32 NextEra Energy shares in Q3 2022, an estimated $2.71K.
NextEra Energy made up 0.08% of Surevest's portfolio in Q3 2022, its #127 holding.
Surevest first reported a position in NextEra Energy in Q3 2021 and has held it in 5 quarters since.
Surevest's NextEra Energy position peaked at $357K in Q4 2021.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.