Tru Independence Asset Management 2’s NextEra Energy NEE Stock Holding History

Tru Independence Asset Management 2’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	$243K	Buy	+3,147	New	+$242K	0.24%	63
2022 Q3	$224K	Buy	2,850 +14	+0.5%	+$1.19K	0.24%	59
2022 Q2	$220K	Sell	2,836 -670	-19%	-$51K	0.18%	58
2022 Q1	$297K	Sell	3,506 -2,268	-39%	-$182K	0.17%	69
2021 Q4	$539K	Sell	5,774 -5	-0.1%	-$432	0.29%	65
2021 Q3	$454K	Buy	5,779 +8	+0.1%	+$645	0.32%	59
2021 Q2	$423K	Buy	5,771 +431	+8%	+$32.3K	0.29%	75
2021 Q1	$404K	Sell	5,340 -326	-6%	-$25.4K	0.32%	72
2020 Q4	$437K	Buy	+5,666	New	+$424K	0.37%	64

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

Tru Independence Asset Management 2's NEE Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in NextEra Energy (NEE) in Q1 2023: 3,147 shares worth $243K. The stake represents 0.24% of the portfolio and ranks #63 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in NEE as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in NEE in Q4 2020 and has held it in 9 quarters since. The position peaked at $539K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Tru Independence Asset Management 2 held 3,147 shares of NextEra Energy worth $243K as of Q1 2023.
NextEra Energy was a new Tru Independence Asset Management 2 position in Q1 2023.
NextEra Energy made up 0.24% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #63 holding.
Tru Independence Asset Management 2 first reported a position in NextEra Energy in Q4 2020 and has held it in 9 quarters since.
Tru Independence Asset Management 2's NextEra Energy position peaked at $539K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.