WorthPointe’s NextEra Energy NEE Stock Holding History

WorthPointe’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	-4,800	Closed	-$401K	–	58
2022 Q4	$401K	Buy	4,800 +91	+2%	+$7.35K	0.27%	39
2022 Q3	$369K	Buy	+4,709	New	+$399K	0.31%	36

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

WorthPointe's NEE Position: Q1 2023 in Review

WorthPointe sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 4,800 shares — an estimated $401K sold.

WorthPointe first reported a position in NEE in Q3 2022 and held it in 2 quarters. The position peaked at $401K in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

WorthPointe reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
WorthPointe sold 4,800 NextEra Energy shares in Q1 2023, an estimated $401K.
WorthPointe first reported a position in NextEra Energy in Q3 2022 and held it in 2 quarters.
WorthPointe's NextEra Energy position peaked at $401K in Q4 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on WorthPointe's 13F filing for Q1 2023, filed 11 May 2023.