Western Financial Corp’s NextEra Energy NEE Stock Holding History

Western Financial Corp’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 Q1	–	Sell	-10,260	Closed	-$858K	–	118
2022 Q4	$858K	Buy	10,260 +995	+11%	+$80.4K	0.56%	37
2022 Q3	$726K	Sell	9,265 -960	-9%	-$81.4K	0.51%	40
2022 Q2	$792K	Sell	10,225 -881	-8%	-$67.1K	0.56%	35
2022 Q1	$941K	Buy	11,106 +1,363	+14%	+$109K	0.55%	39
2021 Q4	$910K	Buy	9,743 +613	+7%	+$53K	0.48%	41
2021 Q3	$717K	Sell	9,130 -16	-0.2%	-$1.29K	0.43%	47
2021 Q2	$670K	Buy	9,146 +947	+12%	+$71.1K	0.36%	46
2021 Q1	$620K	Buy	8,199 +1,166	+17%	+$91K	0.38%	46
2020 Q4	$542K	Buy	+7,033	New	+$526K	0.36%	43

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Western Financial Corp's NEE Position: Q1 2023 in Review

Western Financial Corp sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 10,260 shares — an estimated $858K sold.

Western Financial Corp first reported a position in NEE in Q4 2020 and held it in 9 quarters. The position peaked at $941K in Q1 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Western Financial Corp reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Western Financial Corp sold 10,260 NextEra Energy shares in Q1 2023, an estimated $858K.
Western Financial Corp first reported a position in NextEra Energy in Q4 2020 and held it in 9 quarters.
Western Financial Corp's NextEra Energy position peaked at $941K in Q1 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Western Financial Corp's 13F filing for Q1 2023, filed 20 Apr 2023.