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Westshore Wealth’s NextEra Energy NEE Stock Holding History

Westshore 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
2022
Q1 		– Sell
-2,412
Closed -$225K – 100
2021
Q4 		$225K Buy
+2,412
New +$208K 0.15% 80
2021
Q3 		– Sell
-4,936
Closed -$362K – 119
2021
Q2 		$362K Hold
4,936
– – 0.19% 84
2021
Q1 		$373K Buy
+4,936
New +$385K 0.21% 78

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westshore Wealth's NEE Position: Q1 2022 in Review

Westshore Wealth sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 2,412 shares — an estimated $225K sold.

Westshore Wealth first reported a position in NEE in Q1 2021 and held it in 3 quarters. The position peaked at $373K in Q1 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

  • Westshore Wealth reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
  • Westshore Wealth sold 2,412 NextEra Energy shares in Q1 2022, an estimated $225K.
  • Westshore Wealth first reported a position in NextEra Energy in Q1 2021 and held it in 3 quarters.
  • Westshore Wealth's NextEra Energy position peaked at $373K in Q1 2021.
  • 2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Westshore Wealth's 13F filing for Q1 2022, filed 10 May 2022.