55I LLC’s NextEra Energy NEE Stock Holding History

55I LLC’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	$2.81M	Buy	35,884 +24,735	+222%	+$2.1M	0.08%	155
2022 Q2	$864K	Buy	11,149 +7,406	+198%	+$564K	0.02%	282
2022 Q1	$317K	Buy	+3,743	New	+$300K	0.01%	420
2021 Q4	–	Sell	-9,786	Closed	-$768K	–	512
2021 Q3	$768K	Buy	9,786 +4,318	+79%	+$348K	0.02%	261
2021 Q2	$401K	Buy	5,468 +1,739	+47%	+$131K	0.01%	289
2021 Q1	$282K	Buy	3,729 +216	+6%	+$16.9K	0.01%	267
2020 Q4	$271K	Sell	3,513 -3,531	-50%	-$264K	0.02%	211
2020 Q3	$489K	Buy	7,044 +2,048	+41%	+$141K	0.04%	180
2020 Q2	$300K	Buy	+4,996	New	+$299K	0.05%	174
2020 Q1	–	Sell	-4,568	Closed	-$277K	–	185
2019 Q4	$277K	Sell	4,568 -496	-10%	-$29K	0.12%	121
2019 Q3	$295K	Hold	5,064	–	–	0.14%	99
2019 Q2	$259K	Hold	5,064	–	–	0.15%	98
2019 Q1	$245K	Hold	5,064	–	–	0.19%	73
2018 Q4	$220K	Buy	+5,064	New	+$221K	0.22%	51

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

55I LLC's NEE Position: Q3 2022 in Review

55I LLC increased its NextEra Energy (NEE) stake by 222% in Q3 2022, buying an estimated $2.1M and bringing the position to 35,884 shares worth $2.81M. The position accounts for 0.08% of the portfolio, ranked #155.

55I LLC first reported a position in NEE in Q4 2018 and has held it in 14 quarters since. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

55I LLC held 35,884 shares of NextEra Energy worth $2.81M as of Q3 2022.
55I LLC bought 24,735 NextEra Energy shares in Q3 2022, an estimated $2.1M.
NextEra Energy made up 0.08% of 55I LLC's portfolio in Q3 2022, its #155 holding.
55I LLC first reported a position in NextEra Energy in Q4 2018 and has held it in 14 quarters since.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.