TD Ameritrade Investment Management’s NextEra Energy NEE Stock Holding History

TD Ameritrade Investment Management’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	-107	Closed	-$8K	–	315
2023 Q2	$8K	Sell	107 -26	-20%	-$1.97K	﹤0.01%	367
2023 Q1	$10K	Sell	133 -14	-10%	-$1.08K	﹤0.01%	375
2022 Q4	$12K	Sell	147 -7	-5%	-$565	﹤0.01%	370
2022 Q3	$12K	Sell	154 -96	-38%	-$8.14K	﹤0.01%	370
2022 Q2	$19K	Sell	250 -229	-48%	-$17.4K	﹤0.01%	385
2022 Q1	$41K	Buy	479 +14	+3%	+$1.12K	﹤0.01%	371
2021 Q4	$43K	Buy	465 +442	+1,922%	+$38.2K	﹤0.01%	364
2021 Q3	$6K	Sell	23 -100	-81%	-$8.06K	﹤0.01%	509
2021 Q2	$9K	Buy	123 +30	+32%	+$2.25K	﹤0.01%	474
2021 Q1	$7K	Hold	93	–	–	﹤0.01%	505
2020 Q4	$7K	Buy	93 +1	+1%	+$75	﹤0.01%	505
2020 Q3	$6K	Hold	92	–	–	﹤0.01%	509
2020 Q2	$6K	Sell	92 -48	-34%	-$2.87K	﹤0.01%	489
2020 Q1	$8K	Buy	140 +44	+46%	+$2.77K	﹤0.01%	445
2019 Q4	$6K	Buy	96 +28	+41%	+$1.64K	﹤0.01%	505
2019 Q3	$4K	Sell	68 -4	-6%	-$216	﹤0.01%	554
2019 Q2	$4K	Sell	72 -8	-10%	-$394	﹤0.01%	517
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	471
2018 Q4	$3K	Hold	80	–	–	﹤0.01%	506
2018 Q3	$3K	Hold	80	–	–	﹤0.01%	459
2018 Q2	$3K	Buy	+80	New	+$3.23K	﹤0.01%	309

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

TD Ameritrade Investment Management's NEE Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 107 shares — an estimated $8K sold.

TD Ameritrade Investment Management first reported a position in NEE in Q2 2018 and held it in 21 quarters. The position peaked at $43K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

TD Ameritrade Investment Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 107 NextEra Energy shares in Q3 2023, an estimated $8K.
TD Ameritrade Investment Management first reported a position in NextEra Energy in Q2 2018 and held it in 21 quarters.
TD Ameritrade Investment Management's NextEra Energy position peaked at $43K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.