WW
NEE icon

Waterfront Wealth’s NextEra Energy NEE Stock Holding History

Waterfront 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
Q2 		– Sell
-2,644
Closed -$204K – 255
2023
Q1 		$204K Sell
2,644
-146
-5% -$11.2K 0.07% 232
2022
Q4 		$211K Buy
2,790
+26
+0.9% +$2.1K 0.07% 232
2022
Q3 		$212K Hold
2,764
– – 0.08% 226
2022
Q2 		$214K Hold
2,764
– – 0.09% 212
2022
Q1 		$238K Sell
2,764
-38
-1% -$3.04K 0.08% 219
2021
Q4 		$262K Sell
2,802
-70
-2% -$6.05K 0.1% 186
2021
Q3 		$226K Buy
+2,872
New +$232K 0.11% 161
2021
Q2 		– Sell
-2,660
Closed -$202K – 179
2021
Q1 		$202K Hold
2,660
– – 0.1% 168
2020
Q4 		$205K Buy
+2,660
New +$199K 0.15% 129

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waterfront Wealth's NEE Position: Q2 2023 in Review

Waterfront Wealth sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 2,644 shares — an estimated $204K sold.

Waterfront Wealth first reported a position in NEE in Q4 2020 and held it in 9 quarters. The position peaked at $262K in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Waterfront Wealth reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
  • Waterfront Wealth sold 2,644 NextEra Energy shares in Q2 2023, an estimated $204K.
  • Waterfront Wealth first reported a position in NextEra Energy in Q4 2020 and held it in 9 quarters.
  • Waterfront Wealth's NextEra Energy position peaked at $262K in Q4 2021.
  • 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Waterfront Wealth's 13F filing for Q2 2023, filed 28 Jul 2023.