Wipfli Financial Advisors’s NextEra Energy NEE Stock Holding History

Wipfli Financial 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
2022 Q3	$1.84M	Buy	+23,452	New	+$1.99M	0.13%	73

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wipfli Financial Advisors's NEE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in NextEra Energy (NEE) in Q3 2022: 23,452 shares worth $1.84M. The stake represents 0.13% of the portfolio and ranks #73 among its holdings.

2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Wipfli Financial Advisors held 23,452 shares of NextEra Energy worth $1.84M as of Q3 2022.
NextEra Energy was a new Wipfli Financial Advisors position in Q3 2022.
NextEra Energy made up 0.13% of Wipfli Financial Advisors's portfolio in Q3 2022, its #73 holding.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.