Syntax Advisors’s NextEra Energy NEE Stock Holding History

Syntax 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	$211K	Buy	3,687 +382	+12%	+$26.4K	0.19%	167
2023 Q2	$245K	Sell	3,305 -183	-5%	-$13.9K	0.2%	131
2023 Q1	$269K	Buy	3,488 +445	+15%	+$34.2K	0.2%	105
2022 Q4	$254K	Buy	3,043 +8	+0.3%	+$646	0.21%	112
2022 Q3	$238K	Sell	3,035 -332	-10%	-$28.2K	0.2%	135
2022 Q2	$261K	Buy	3,367 +290	+9%	+$22.1K	0.22%	103
2022 Q1	$261K	Buy	3,077 +20	+0.7%	+$1.6K	0.22%	116
2021 Q4	$285K	Buy	+3,057	New	+$264K	0.21%	113

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

Syntax Advisors's NEE Position: Q3 2023 in Review

Syntax Advisors increased its NextEra Energy (NEE) stake by 12% in Q3 2023, buying an estimated $26.4K and bringing the position to 3,687 shares worth $211K. The position accounts for 0.19% of the portfolio, ranked #167.

Syntax Advisors first reported a position in NEE in Q4 2021 and has held it in 8 quarters since. The position peaked at $285K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Syntax Advisors held 3,687 shares of NextEra Energy worth $211K as of Q3 2023.
Syntax Advisors bought 382 NextEra Energy shares in Q3 2023, an estimated $26.4K.
NextEra Energy made up 0.19% of Syntax Advisors's portfolio in Q3 2023, its #167 holding.
Syntax Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's NextEra Energy position peaked at $285K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.