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Sutton Wealth Advisors’s NextEra Energy NEE Stock Holding History

Sutton Wealth 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 		$560K Buy
9,778
+22
+0.2% +$1.52K 0.28% 62
2023
Q2 		$724K Buy
9,756
+19
+0.2% +$1.44K 0.35% 53
2023
Q1 		$751K Sell
9,737
-6,134
-39% -$472K 0.4% 46
2022
Q4 		$1.33M Buy
15,871
+422
+3% +$34.1K 0.51% 35
2022
Q3 		$1.21M Buy
15,449
+77
+0.5% +$6.53K 0.49% 38
2022
Q2 		$1.19M Buy
15,372
+34
+0.2% +$2.59K 0.47% 40
2022
Q1 		$1.3M Buy
15,338
+8
+0.1% +$641 0.45% 44
2021
Q4 		$1.43M Buy
15,330
+24
+0.2% +$2.07K 0.48% 39
2021
Q3 		$1.2M Buy
15,306
+10
+0.1% +$806 0.44% 43
2021
Q2 		$1.12M Hold
15,296
– – 0.41% 43
2021
Q1 		$1.16M Hold
15,296
– – 0.45% 41
2020
Q4 		$1.18M Buy
15,296
+52
+0.3% +$3.89K 0.5% 39
2020
Q3 		$1.06M Buy
15,244
+20
+0.1% +$1.38K 0.51% 39
2020
Q2 		$914K Buy
15,224
+24
+0.2% +$1.44K 0.48% 42
2020
Q1 		$914K Buy
15,200
+60
+0.4% +$3.77K 0.58% 33
2019
Q4 		$917K Hold
15,140
– – 0.47% 41
2019
Q3 		$882K Hold
15,140
– – 0.49% 41
2019
Q2 		$775K Buy
15,140
+16
+0.1% +$787 0.45% 45
2019
Q1 		$731K Buy
15,124
+32
+0.2% +$1.46K 0.43% 44
2018
Q4 		$656K Buy
15,092
+196
+1% +$8.57K 0.42% 44
2018
Q3 		$624K Hold
14,896
– – 0.41% 40
2018
Q2 		$622K Hold
14,896
– – 0.43% 37
2018
Q1 		$608K Buy
14,896
+1,200
+9% +$46.3K 0.44% 39
2017
Q4 		$535K Hold
13,696
– – 0.39% 46
2017
Q3 		$502K Hold
13,696
– – 0.38% 47
2017
Q2 		$480K Buy
13,696
+6,860
+100% +$234K 0.38% 50
2017
Q1 		$219K Hold
6,836
– – 0.18% 93
2016
Q4 		$204K Sell
6,836
-228
-3% -$6.81K 0.18% 95
2016
Q3 		$216K Hold
7,064
– – 0.2% 84
2016
Q2 		$230K Hold
7,064
– – 0.22% 79
2016
Q1 		$209K Buy
+7,064
New +$198K 0.2% 85

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sutton Wealth Advisors's NEE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its NextEra Energy (NEE) stake by 0.23% in Q3 2023, buying an estimated $1.52K and bringing the position to 9,778 shares worth $560K. The position accounts for 0.28% of the portfolio, ranked #62.

Sutton Wealth Advisors first reported a position in NEE in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.43M in Q4 2021. 2,310 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Sutton Wealth Advisors held 9,778 shares of NextEra Energy worth $560K as of Q3 2023.
  • Sutton Wealth Advisors bought 22 NextEra Energy shares in Q3 2023, an estimated $1.52K.
  • NextEra Energy made up 0.28% of Sutton Wealth Advisors's portfolio in Q3 2023, its #62 holding.
  • Sutton Wealth Advisors first reported a position in NextEra Energy in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's NextEra Energy position peaked at $1.43M in Q4 2021.
  • 2,310 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.