Your Advocates Ltd’s NextEra Energy NEE Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-10	Closed	-$573	–	264
2023 Q3	$573	Sell	10 -890	-99%	-$61.6K	﹤0.01%	236
2023 Q2	$66.8K	Buy	900 +500	+125%	+$37.9K	0.03%	47
2023 Q1	$30.8K	Buy	+400	New	+$30.8K	0.02%	59

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Your Advocates Ltd's NEE Position: Q4 2023 in Review

Your Advocates Ltd sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 10 shares — an estimated $573 sold.

Your Advocates Ltd first reported a position in NEE in Q1 2023 and held it in 3 quarters. The position peaked at $66.8K in Q2 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Your Advocates Ltd reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 10 NextEra Energy shares in Q4 2023, an estimated $573.
Your Advocates Ltd first reported a position in NextEra Energy in Q1 2023 and held it in 3 quarters.
Your Advocates Ltd's NextEra Energy position peaked at $66.8K in Q2 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.