TRUADVICE’s NextEra Energy NEE Stock Holding History

TRUADVICE’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 Q3	$220K	Sell	3,993 -848	-18%	-$58.7K	0.09%	216
2023 Q2	$331K	Sell	4,841 -2	-0%	-$151	0.12%	166
2023 Q1	$371K	Buy	4,843 +2,480	+105%	+$191K	0.15%	149
2022 Q4	$203K	Buy	+2,363	New	+$191K	0.11%	155
2021 Q3	–	Sell	-5,891	Closed	-$459K	–	234
2021 Q2	$459K	Buy	5,891 +832	+16%	+$62.4K	0.1%	181
2021 Q1	$391K	Sell	5,059 -1,220	-19%	-$95.2K	0.12%	172
2020 Q4	$504K	Buy	6,279 +2,515	+67%	+$188K	0.15%	137
2020 Q3	$280K	Buy	+3,764	New	+$260K	0.11%	160

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

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

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

TRUADVICE's NEE Position: Q3 2023 in Review

TRUADVICE reduced its NextEra Energy (NEE) stake by 18% in Q3 2023, selling an estimated $58.7K and leaving 3,993 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #216.

TRUADVICE first reported a position in NEE in Q3 2020 and has held it in 8 quarters since. The position peaked at $504K in Q4 2020. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

TRUADVICE held 3,993 shares of NextEra Energy worth $220K as of Q3 2023.
TRUADVICE sold 848 NextEra Energy shares in Q3 2023, an estimated $58.7K.
NextEra Energy made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #216 holding.
TRUADVICE first reported a position in NextEra Energy in Q3 2020 and has held it in 8 quarters since.
TRUADVICE's NextEra Energy position peaked at $504K in Q4 2020.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.