TruWealth Advisors’s NextEra Energy NEE Stock Holding History

TruWealth Advisors’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 Q4	–	Sell	-162,338	Closed	-$9.3M	–	158
2023 Q3	$9.3M	Buy	162,338 +20,264	+14%	+$1.4M	0.8%	41
2023 Q2	$10.5M	Buy	142,074 +11,758	+9%	+$890K	0.91%	34
2023 Q1	$10M	Buy	130,316 +3,770	+3%	+$290K	0.92%	32
2022 Q4	$10.6M	Buy	126,546 +14,717	+13%	+$1.19M	1.03%	25
2022 Q3	$8.77M	Buy	111,829 +105,597	+1,694%	+$8.96M	0.93%	27
2022 Q2	$483K	Buy	+6,232	New	+$474K	0.05%	79

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruWealth Advisors's NEE Position: Q4 2023 in Review

TruWealth Advisors sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 162,338 shares — an estimated $9.3M sold.

TruWealth Advisors first reported a position in NEE in Q2 2022 and held it in 6 quarters. The position peaked at $10.6M in Q4 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

TruWealth Advisors reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
TruWealth Advisors sold 162,338 NextEra Energy shares in Q4 2023, an estimated $9.3M.
TruWealth Advisors first reported a position in NextEra Energy in Q2 2022 and held it in 6 quarters.
TruWealth Advisors's NextEra Energy position peaked at $10.6M in Q4 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on TruWealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.