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TAP Consulting’s NextEra Energy NEE Stock Holding History

TAP Consulting’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
-4,031
Closed -$299K – 143
2023
Q2 		$299K Buy
4,031
+9
+0.2% +$681 0.07% 128
2023
Q1 		$310K Buy
4,022
+64
+2% +$4.92K 0.08% 119
2022
Q4 		$331K Buy
3,958
+8
+0.2% +$646 0.09% 112
2022
Q3 		$310K Sell
3,950
-12
-0.3% -$1.02K 0.08% 110
2022
Q2 		$307K Sell
3,962
-56
-1% -$4.26K 0.09% 104
2022
Q1 		$340K Buy
4,018
+7
+0.2% +$561 0.09% 114
2021
Q4 		$374K Buy
4,011
+7
+0.2% +$605 0.09% 111
2021
Q3 		$314K Sell
4,004
-6
-0.1% -$484 0.08% 112
2021
Q2 		$294K Sell
4,010
-247
-6% -$18.5K 0.08% 113
2021
Q1 		$322K Buy
4,257
+53
+1% +$4.14K 0.1% 102
2020
Q4 		$324K Sell
4,204
-84
-2% -$6.28K 0.12% 104
2020
Q3 		$298K Sell
4,288
-28
-0.6% -$1.93K 0.12% 103
2020
Q2 		$259K Buy
4,316
+436
+11% +$26.1K 0.13% 103
2020
Q1 		$233K Buy
+3,880
New +$244K 0.16% 98

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

TAP Consulting's NEE Position: Q3 2023 in Review

TAP Consulting sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 4,031 shares — an estimated $299K sold.

TAP Consulting first reported a position in NEE in Q1 2020 and held it in 14 quarters. The position peaked at $374K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • TAP Consulting reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • TAP Consulting sold 4,031 NextEra Energy shares in Q3 2023, an estimated $299K.
  • TAP Consulting first reported a position in NextEra Energy in Q1 2020 and held it in 14 quarters.
  • TAP Consulting's NextEra Energy position peaked at $374K in Q4 2021.
  • 2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on TAP Consulting's 13F filing for Q3 2023, filed 5 Dec 2023.