TimeScale Financial’s NextEra Energy NEE Stock Holding History

TimeScale Financial’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 Q1	–	Sell	-130	Closed	-$10.2K	–	650
2022 Q4	$10.2K	Hold	130	–	–	﹤0.01%	296
2022 Q3	$10K	Buy	+130	New	+$11K	﹤0.01%	294
2020 Q4	–	Sell	-128	Closed	-$9K	–	462
2020 Q3	$9K	Buy	+128	New	+$8.84K	﹤0.01%	300
2020 Q1	–	Sell	-264	Closed	-$15K	–	490
2019 Q4	$15K	Hold	264	–	–	﹤0.01%	315
2019 Q3	$15K	Hold	264	–	–	0.01%	316
2019 Q2	$14K	Buy	+264	New	+$13K	0.01%	331

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

TimeScale Financial's NEE Position: Q1 2023 in Review

TimeScale Financial sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 130 shares — an estimated $10.2K sold.

TimeScale Financial first reported a position in NEE in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q4 2019. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

TimeScale Financial reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
TimeScale Financial sold 130 NextEra Energy shares in Q1 2023, an estimated $10.2K.
TimeScale Financial first reported a position in NextEra Energy in Q2 2019 and held it in 6 quarters.
TimeScale Financial's NextEra Energy position peaked at $15K in Q4 2019.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on TimeScale Financial's 13F filing for Q1 2023, filed 24 Apr 2023.