Titus Wealth Management’s NextEra Energy NEE Stock Holding History

Titus Wealth 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
2022 Q2	–	Sell	-2,409	Closed	-$204K	–	172
2022 Q1	$204K	Buy	2,409 +239	+11%	+$19.2K	0.09%	162
2021 Q4	$203K	Sell	2,170 -877	-29%	-$75.8K	0.09%	165
2021 Q3	$239K	Sell	3,047 -579	-16%	-$46.7K	0.13%	138
2021 Q2	$266K	Buy	+3,626	New	+$272K	0.14%	120
2021 Q1	–	Sell	-2,682	Closed	-$207K	–	147
2020 Q4	$207K	Buy	+2,682	New	+$201K	0.13%	130

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

Titus Wealth Management's NEE Position: Q2 2022 in Review

Titus Wealth Management sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 2,409 shares — an estimated $204K sold.

Titus Wealth Management first reported a position in NEE in Q4 2020 and held it in 5 quarters. The position peaked at $266K in Q2 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Titus Wealth Management reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Titus Wealth Management sold 2,409 NextEra Energy shares in Q2 2022, an estimated $204K.
Titus Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 5 quarters.
Titus Wealth Management's NextEra Energy position peaked at $266K in Q2 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.