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Advanced Research Investment Solutions’s NextEra Energy NEE Stock Holding History

Advanced Research Investment Solutions’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
Q2 		– Sell
-125
Closed -$11K – 166
2022
Q1 		$11K Sell
125
-895
-88% -$71.7K ﹤0.01% 140
2021
Q4 		$95K Hold
1,020
– – 0.03% 80
2021
Q3 		$80.1K Buy
+1,020
New +$82.3K 0.04% 62

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advanced Research Investment Solutions's NEE Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 125 shares — an estimated $11K sold.

Advanced Research Investment Solutions first reported a position in NEE in Q3 2021 and held it in 3 quarters. The position peaked at $95K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

  • Advanced Research Investment Solutions reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 125 NextEra Energy shares in Q2 2022, an estimated $11K.
  • Advanced Research Investment Solutions first reported a position in NextEra Energy in Q3 2021 and held it in 3 quarters.
  • Advanced Research Investment Solutions's NextEra Energy position peaked at $95K in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.