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	-3,400	Closed	-$262K	–	438
2023 Q1	$262K	Sell	3,400 -27,100	-89%	-$2.08M	0.01%	342
2022 Q4	$2.55M	Sell	30,500 -3,000	-9%	-$242K	0.25%	73
2022 Q3	$61K	Buy	33,500 +22,100	+194%	+$1.87M	0.03%	230
2022 Q2	$44K	Buy	+11,400	New	+$868K	0.01%	277
2021 Q4	–	Sell	-20,000	Closed	-$25K	–	499
2021 Q3	$25K	Buy	20,000 +8,600	+75%	+$694K	0.01%	331
2021 Q2	$29K	Buy	+11,400	New	+$856K	0.01%	346

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.