Veritable’s NextEra Energy NEE Stock Holding History

Veritable’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	–	Sell	-90,752	Closed	-$6.73M	–	532
2023 Q2	$6.73M	Buy	90,752 +4,356	+5%	+$330K	0.1%	99
2023 Q1	$6.66M	Sell	86,396 -1,774	-2%	-$136K	0.11%	100
2022 Q4	$7.37M	Sell	88,170 -6,314	-7%	-$510K	0.13%	83
2022 Q3	$7.41M	Sell	94,484 -34	-0%	-$2.88K	0.14%	80
2022 Q2	$7.32M	Buy	94,518 +3,314	+4%	+$252K	0.13%	88
2022 Q1	$7.73M	Buy	91,204 +1,591	+2%	+$128K	0.12%	94
2021 Q4	$8.37M	Buy	89,613 +1,192	+1%	+$103K	0.12%	87
2021 Q3	$6.94M	Sell	88,421 -2,483	-3%	-$200K	0.11%	102
2021 Q2	$6.66M	Buy	90,904 +70	+0.1%	+$5.25K	0.11%	98
2021 Q1	$6.87M	Sell	90,834 -356	-0.4%	-$27.8K	0.12%	92
2020 Q4	$7.04M	Sell	91,190 -6,934	-7%	-$519K	0.13%	88
2020 Q3	$6.81M	Sell	98,124 -1,424	-1%	-$98.3K	0.14%	84
2020 Q2	$5.98M	Sell	99,548 -8,512	-8%	-$509K	0.13%	87
2020 Q1	$6.5M	Sell	108,060 -980	-0.9%	-$61.6K	0.16%	81
2019 Q4	$6.6M	Buy	109,040 +3,820	+4%	+$223K	0.12%	102
2019 Q3	$6.13M	Sell	105,220 -3,492	-3%	-$189K	0.12%	104
2019 Q2	$5.57M	Sell	108,712 -1,792	-2%	-$88.2K	0.11%	109
2019 Q1	$5.34M	Sell	110,504 -1,496	-1%	-$68.4K	0.11%	111
2018 Q4	$4.87M	Buy	112,000 +612	+0.5%	+$26.8K	0.11%	113
2018 Q3	$4.67M	Buy	111,388 +1,564	+1%	+$66.6K	0.09%	121
2018 Q2	$4.59M	Sell	109,824 -4,044	-4%	-$163K	0.1%	121
2018 Q1	$4.65M	Sell	113,868 -4,780	-4%	-$184K	0.1%	117
2017 Q4	$4.63M	Sell	118,648 -60,484	-34%	-$2.34M	0.09%	119
2017 Q3	$6.56M	Sell	179,132 -7,932	-4%	-$291K	0.14%	102
2017 Q2	$6.55M	Buy	187,064 +9,652	+5%	+$330K	0.15%	101
2017 Q1	$5.69M	Sell	177,412 -528	-0.3%	-$16.6K	0.14%	106
2016 Q4	$5.31M	Buy	177,940 +676	+0.4%	+$20.2K	0.13%	108
2016 Q3	$5.42M	Buy	177,264 +10,892	+7%	+$343K	0.14%	107
2016 Q2	$5.42M	Buy	166,372 +3,420	+2%	+$103K	0.14%	102
2016 Q1	$4.82M	Sell	162,952 -8,748	-5%	-$246K	0.13%	110
2015 Q4	$4.46M	Buy	171,700 +1,368	+0.8%	+$34.6K	0.12%	116
2015 Q3	$4.15M	Buy	170,332 +3,496	+2%	+$88.9K	0.12%	115
2015 Q2	$4.09M	Sell	166,836 -203,004	-55%	-$5.16M	0.11%	128
2015 Q1	$9.62M	Buy	369,840 +193,456	+110%	+$5.1M	0.2%	82
2014 Q4	$4.69M	Sell	176,384 -9,780	-5%	-$247K	0.1%	161
2014 Q3	$4.37M	Buy	186,164 +4,972	+3%	+$120K	0.09%	160
2014 Q2	$4.64M	Sell	181,192 -2,148	-1%	-$52.3K	0.1%	152
2014 Q1	$4.38M	Buy	183,340 +2,616	+1%	+$59.3K	0.1%	149
2013 Q4	$3.87M	Sell	180,724 -3,384	-2%	-$71.3K	0.08%	160
2013 Q3	$3.69M	Sell	184,108 -1,512	-0.8%	-$31.2K	0.09%	160
2013 Q2	$3.78M	Buy	+185,620	New	+$3.68M	0.09%	156

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

Veritable's NEE Position: Q3 2023 in Review

Veritable sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 90,752 shares — an estimated $6.73M sold.

Veritable first reported a position in NEE in Q2 2013 and held it in 41 quarters. The position peaked at $9.62M in Q1 2015. 2,310 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Veritable reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Veritable sold 90,752 NextEra Energy shares in Q3 2023, an estimated $6.73M.
Veritable first reported a position in NextEra Energy in Q2 2013 and held it in 41 quarters.
Veritable's NextEra Energy position peaked at $9.62M in Q1 2015.
2,310 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.