Warther Private Wealth’s NextEra Energy NEE Stock Holding History

Warther Private Wealth’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	-19,897	Closed	-$1.14M	–	56
2023 Q3	$1.14M	Buy	+19,897	New	+$1.38M	0.76%	31
2022 Q1	–	Sell	-5,106	Closed	-$468K	–	137
2021 Q4	$468K	Sell	5,106 -2,000	-28%	-$173K	0.35%	72
2021 Q3	$563K	Buy	7,106 +315	+5%	+$25.4K	0.5%	58
2021 Q2	$504K	Buy	+6,791	New	+$510K	0.49%	56

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Warther Private Wealth's NEE Position: Q4 2023 in Review

Warther Private Wealth sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 19,897 shares — an estimated $1.14M sold.

Warther Private Wealth first reported a position in NEE in Q2 2021 and held it in 4 quarters. The position peaked at $1.14M in Q3 2023. 2,420 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Warther Private Wealth reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Warther Private Wealth sold 19,897 NextEra Energy shares in Q4 2023, an estimated $1.14M.
Warther Private Wealth first reported a position in NextEra Energy in Q2 2021 and held it in 4 quarters.
Warther Private Wealth's NextEra Energy position peaked at $1.14M in Q3 2023.
2,420 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.