V Wealth Advisors’s NextEra Energy NEE Stock Holding History

V Wealth 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 Q3	$532K	Sell	9,278 -16,315	-64%	-$1.13M	0.43%	50
2023 Q2	$1.9M	Buy	25,593 +10,206	+66%	+$773K	0.32%	66
2023 Q1	$1.19M	Buy	15,387 +564	+4%	+$43.4K	0.22%	98
2022 Q4	$1.24M	Buy	14,823 +3,848	+35%	+$311K	0.26%	89
2022 Q3	$861K	Sell	10,975 -5,861	-35%	-$497K	0.17%	125
2022 Q2	$1.3M	Sell	16,836 -2,124	-11%	-$162K	0.25%	101
2022 Q1	$1.61M	Buy	18,960 +1,974	+12%	+$158K	0.26%	92
2021 Q4	$1.58M	Buy	16,986 +355	+2%	+$30.7K	0.23%	97
2021 Q3	$1.31M	Sell	16,631 -364	-2%	-$29.4K	0.2%	117
2021 Q2	$1.24M	Buy	16,995 +1,283	+8%	+$96.3K	0.2%	124
2021 Q1	$1.19M	Buy	15,712 +2,633	+20%	+$205K	0.22%	118
2020 Q4	$1.01M	Buy	13,079 +1,903	+17%	+$142K	0.21%	129
2020 Q3	$776K	Sell	11,176 -5,556	-33%	-$384K	0.54%	47
2020 Q2	$1M	Buy	16,732 +1,140	+7%	+$68.2K	0.26%	94
2020 Q1	$938K	Buy	+15,592	New	+$980K	0.29%	87
2017 Q3	–	Sell	-572	Closed	-$20K	–	527
2017 Q2	$20K	Buy	+572	New	+$19.6K	0.01%	456

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

V Wealth Advisors's NEE Position: Q3 2023 in Review

V Wealth Advisors reduced its NextEra Energy (NEE) stake by 64% in Q3 2023, selling an estimated $1.13M and leaving 9,278 shares worth $532K. The position accounts for 0.43% of the portfolio, ranked #50.

V Wealth Advisors first reported a position in NEE in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.9M in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

V Wealth Advisors held 9,278 shares of NextEra Energy worth $532K as of Q3 2023.
V Wealth Advisors sold 16,315 NextEra Energy shares in Q3 2023, an estimated $1.13M.
NextEra Energy made up 0.43% of V Wealth Advisors's portfolio in Q3 2023, its #50 holding.
V Wealth Advisors first reported a position in NextEra Energy in Q2 2017 and has held it in 16 quarters since.
V Wealth Advisors's NextEra Energy position peaked at $1.9M in Q2 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.