Ten Capital Wealth Advisors’s NextEra Energy NEE Stock Holding History

Ten Capital Wealth 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 Q2	–	Sell	-102	Closed	-$7.86K	–	408
2023 Q1	$7.86K	Sell	102 -66	-39%	-$5.08K	﹤0.01%	385
2022 Q4	$14K	Sell	168 -295	-64%	-$23.8K	0.01%	276
2022 Q3	$36K	Buy	463 +272	+142%	+$23.1K	0.02%	177
2022 Q2	$15K	Hold	191	–	–	0.01%	231
2022 Q1	$16K	Hold	191	–	–	0.01%	240
2021 Q4	$18K	Sell	191 -384	-67%	-$33.2K	0.01%	234
2021 Q3	$45K	Buy	575 +384	+201%	+$31K	0.02%	141
2021 Q2	$14K	Hold	191	–	–	﹤0.01%	280
2021 Q1	$14K	Hold	191	–	–	﹤0.01%	244
2020 Q4	$15K	Buy	+191	New	+$14.3K	﹤0.01%	231

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ten Capital Wealth Advisors's NEE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 102 shares — an estimated $7.86K sold.

Ten Capital Wealth Advisors first reported a position in NEE in Q4 2020 and held it in 10 quarters. The position peaked at $45K in Q3 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 102 NextEra Energy shares in Q2 2023, an estimated $7.86K.
Ten Capital Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's NextEra Energy position peaked at $45K in Q3 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.