TIAA FSB’s NextEra Energy NEE Stock Holding History

TIAA FSB’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	$10.9M	Sell	147,062 -2,185	-1%	-$165K	0.04%	165
2023 Q1	$11.5M	Sell	149,247 -9,537	-6%	-$733K	0.04%	160
2022 Q4	$13.3M	Sell	158,784 -11,433	-7%	-$924K	0.05%	139
2022 Q3	$13.3M	Sell	170,217 -93,463	-35%	-$7.93M	0.06%	137
2022 Q2	$20.4M	Sell	263,680 -67,394	-20%	-$5.13M	0.08%	109
2022 Q1	$28M	Buy	331,074 +1,678	+0.5%	+$134K	0.1%	88
2021 Q4	$30.7M	Sell	329,396 -6,019	-2%	-$520K	0.1%	86
2021 Q3	$26.3M	Buy	335,415 +671	+0.2%	+$54.1K	0.09%	88
2021 Q2	$24.5M	Buy	334,744 +26,150	+8%	+$1.96M	0.08%	93
2021 Q1	$23.3M	Buy	308,594 +6,088	+2%	+$475K	0.08%	90
2020 Q4	$23.3M	Buy	302,506 +7,246	+2%	+$542K	0.09%	89
2020 Q3	$20.5M	Buy	295,260 +140,884	+91%	+$9.73M	0.09%	89
2020 Q2	$9.27M	Sell	154,376 -2,536	-2%	-$152K	0.04%	143
2020 Q1	$9.44M	Sell	156,912 -3,400	-2%	-$214K	0.05%	125
2019 Q4	$9.71M	Sell	160,312 -580	-0.4%	-$33.9K	0.05%	132
2019 Q3	$9.37M	Buy	160,892 +8,920	+6%	+$483K	0.05%	122
2019 Q2	$7.78M	Sell	151,972 -88	-0.1%	-$4.33K	0.04%	132
2019 Q1	$7.35M	Sell	152,060 -8,060	-5%	-$369K	0.06%	140
2018 Q4	$6.96M	Buy	160,120 +8,476	+6%	+$371K	0.04%	131
2018 Q3	$6.35M	Buy	151,644 +3,940	+3%	+$168K	0.03%	147
2018 Q2	$6.17M	Buy	147,704 +13,576	+10%	+$548K	0.03%	140
2018 Q1	$5.48M	Sell	134,128 -6,196	-4%	-$239K	0.03%	150
2017 Q4	$5.48M	Sell	140,324 -6,252	-4%	-$241K	0.03%	146
2017 Q3	$5.37M	Buy	146,576 +10,828	+8%	+$397K	0.03%	149
2017 Q2	$4.75M	Buy	+135,748	New	+$4.64M	0.03%	147

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

TIAA FSB's NEE Position: Q2 2023 in Review

TIAA FSB reduced its NextEra Energy (NEE) stake by 1.5% in Q2 2023, selling an estimated $165K and leaving 147,062 shares worth $10.9M. The position accounts for 0.04% of the portfolio, ranked #165.

TIAA FSB first reported a position in NEE in Q2 2017 and has held it in 25 quarters since. The position peaked at $30.7M in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

TIAA FSB held 147,062 shares of NextEra Energy worth $10.9M as of Q2 2023.
TIAA FSB sold 2,185 NextEra Energy shares in Q2 2023, an estimated $165K.
NextEra Energy made up 0.04% of TIAA FSB's portfolio in Q2 2023, its #165 holding.
TIAA FSB first reported a position in NextEra Energy in Q2 2017 and has held it in 25 quarters since.
TIAA FSB's NextEra Energy position peaked at $30.7M in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.