XR Securities’s NextEra Energy NEE Stock Holding History

XR Securities’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 Q2	–	Sell	-2,899	Closed	-$219K	–	439
2023 Q1	$223K	Sell	2,899 -1,763	-38%	-$136K	0.01%	370
2022 Q4	$390K	Sell	4,662 -2,288	-33%	-$185K	0.04%	325
2022 Q3	$545K	Buy	+6,950	New	+$590K	0.3%	69
2022 Q1	–	Sell	-2,644	Closed	-$247K	–	450
2021 Q4	$247K	Buy	+2,644	New	+$229K	0.02%	193
2021 Q1	–	Sell	-22,080	Closed	-$1.7M	–	534
2020 Q4	$1.7M	Buy	22,080 +12,588	+133%	+$942K	0.12%	18
2020 Q3	$659K	Buy	+9,492	New	+$655K	0.05%	39

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

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

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

XR Securities's NEE Position: Q2 2023 in Review

XR Securities sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 2,899 shares — an estimated $219K sold.

XR Securities first reported a position in NEE in Q3 2020 and held it in 6 quarters. The position peaked at $1.7M in Q4 2020. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

XR Securities reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
XR Securities sold 2,899 NextEra Energy shares in Q2 2023, an estimated $219K.
XR Securities first reported a position in NextEra Energy in Q3 2020 and held it in 6 quarters.
XR Securities's NextEra Energy position peaked at $1.7M in Q4 2020.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on XR Securities's 13F filing for Q2 2023, filed 8 Aug 2023.