Waterford Advisors’s NextEra Energy NEE Stock Holding History

Waterford 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	–	Sell	-3,448	Closed	-$256K	–	49
2023 Q2	$256K	Sell	3,448 -39	-1%	-$2.95K	0.12%	46
2023 Q1	$269K	Buy	3,487 +39	+1%	+$3K	0.15%	44
2022 Q4	$288K	Buy	+3,448	New	+$279K	0.17%	42

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

Waterford Advisors's NEE Position: Q3 2023 in Review

Waterford Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,448 shares — an estimated $256K sold.

Waterford Advisors first reported a position in NEE in Q4 2022 and held it in 3 quarters. The position peaked at $288K in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Waterford Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Waterford Advisors sold 3,448 NextEra Energy shares in Q3 2023, an estimated $256K.
Waterford Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 3 quarters.
Waterford Advisors's NextEra Energy position peaked at $288K in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Waterford Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.