TCWP’s NextEra Energy NEE Stock Holding History

TCWP’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	–	Sell	-6,993	Closed	-$401K	–	87
2023 Q3	$401K	Sell	6,993 -148	-2%	-$10.2K	0.31%	71
2023 Q2	$530K	Sell	7,141 -1,232	-15%	-$93.3K	0.11%	108
2023 Q1	$645K	Sell	8,373 -1,395	-14%	-$107K	0.12%	124
2022 Q4	$821K	Sell	9,768 -313	-3%	-$25.3K	0.17%	114
2022 Q3	$790K	Buy	10,081 +3,061	+44%	+$260K	0.17%	111
2022 Q2	$543K	Buy	7,020 +1,928	+38%	+$147K	0.12%	129
2022 Q1	$431K	Buy	5,092 +527	+12%	+$42.2K	0.08%	170
2021 Q4	$426K	Buy	+4,565	New	+$395K	0.08%	162

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

TCWP's NEE Position: Q4 2023 in Review

TCWP sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 6,993 shares — an estimated $401K sold.

TCWP first reported a position in NEE in Q4 2021 and held it in 8 quarters. The position peaked at $821K in Q4 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

TCWP reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
TCWP sold 6,993 NextEra Energy shares in Q4 2023, an estimated $401K.
TCWP first reported a position in NextEra Energy in Q4 2021 and held it in 8 quarters.
TCWP's NextEra Energy position peaked at $821K in Q4 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.