Teamwork Financial Advisors’s NextEra Energy NEE Stock Holding History

Teamwork Financial 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
2022 Q3	–	Sell	-3,357	Closed	-$260K	–	222
2022 Q2	$260K	Sell	3,357 -5,544	-62%	-$422K	0.06%	181
2022 Q1	$754K	Sell	8,901 -10,040	-53%	-$805K	0.14%	128
2021 Q4	$1.77M	Sell	18,941 -4,171	-18%	-$360K	0.32%	58
2021 Q3	$1.81M	Sell	23,112 -4,065	-15%	-$328K	0.36%	54
2021 Q2	$1.99M	Sell	27,177 -4,298	-14%	-$323K	0.41%	46
2021 Q1	$2.38M	Buy	31,475 +1,925	+7%	+$150K	0.56%	35
2020 Q4	$2.28M	Buy	29,550 +1,442	+5%	+$108K	0.54%	30
2020 Q3	$1.95M	Buy	28,108 +17,616	+168%	+$1.22M	0.6%	27
2020 Q2	$630K	Buy	+10,492	New	+$628K	0.23%	94

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Teamwork Financial Advisors's NEE Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 3,357 shares — an estimated $260K sold.

Teamwork Financial Advisors first reported a position in NEE in Q2 2020 and held it in 9 quarters. The position peaked at $2.38M in Q1 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Teamwork Financial Advisors reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 3,357 NextEra Energy shares in Q3 2022, an estimated $260K.
Teamwork Financial Advisors first reported a position in NextEra Energy in Q2 2020 and held it in 9 quarters.
Teamwork Financial Advisors's NextEra Energy position peaked at $2.38M in Q1 2021.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.