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WealthSource Partners’s NextEra Energy NEE Stock Holding History

WealthSource Partners’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 		$393K Sell
6,469
-2,020
-24% -$115K 0.03% 370
2023
Q3 		$486K Sell
8,489
-126
-1% -$8.72K 0.03% 316
2023
Q2 		$639K Sell
8,615
-134
-2% -$10.1K 0.04% 265
2023
Q1 		$674K Sell
8,749
-457
-5% -$35.1K 0.05% 247
2022
Q4 		$770K Sell
9,206
-366
-4% -$29.6K 0.05% 229
2022
Q3 		$751K Sell
9,572
-429
-4% -$36.4K 0.06% 233
2022
Q2 		$775K Buy
10,001
+985
+11% +$75K 0.06% 225
2022
Q1 		$764K Sell
9,016
-613
-6% -$49.1K 0.05% 261
2021
Q4 		$899K Sell
9,629
-2,673
-22% -$231K 0.07% 201
2021
Q3 		$966K Buy
12,302
+2,636
+27% +$213K 0.08% 177
2021
Q2 		$708K Buy
9,666
+3,102
+47% +$233K 0.06% 221
2021
Q1 		$496K Buy
6,564
+1,652
+34% +$129K 0.05% 242
2020
Q4 		$379K Buy
4,912
+176
+4% +$13.2K 0.04% 250
2020
Q3 		$329K Buy
4,736
+264
+6% +$18.2K 0.04% 246
2020
Q2 		$269K Sell
4,472
-580
-11% -$34.7K 0.04% 263
2020
Q1 		$304K Buy
5,052
+560
+12% +$35.2K 0.05% 228
2019
Q4 		$272K Buy
4,492
+636
+16% +$37.1K 0.04% 331
2019
Q3 		$225K Sell
3,856
-260
-6% -$14.1K 0.03% 386
2019
Q2 		$211K Buy
+4,116
New +$203K 0.03% 413

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners's NEE Position: Q4 2023 in Review

WealthSource Partners reduced its NextEra Energy (NEE) stake by 24% in Q4 2023, selling an estimated $115K and leaving 6,469 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #370.

WealthSource Partners first reported a position in NEE in Q2 2019 and has held it in 19 quarters since. The position peaked at $966K in Q3 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • WealthSource Partners held 6,469 shares of NextEra Energy worth $393K as of Q4 2023.
  • WealthSource Partners sold 2,020 NextEra Energy shares in Q4 2023, an estimated $115K.
  • NextEra Energy made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #370 holding.
  • WealthSource Partners first reported a position in NextEra Energy in Q2 2019 and has held it in 19 quarters since.
  • WealthSource Partners's NextEra Energy position peaked at $966K in Q3 2021.
  • 2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.