Aft Forsyth & Sober’s NextEra Energy NEE Stock Holding History

Aft Forsyth & Sober’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 Q1	–	Sell	-20,500	Closed	-$1.91M	–	97
2021 Q4	$1.91M	Hold	20,500	–	–	0.67%	33
2021 Q3	$1.61M	Hold	20,500	–	–	0.61%	42
2021 Q2	$1.5M	Hold	20,500	–	–	0.57%	35
2021 Q1	$1.55M	Buy	20,500 +13,700	+201%	+$1.07M	0.63%	32
2020 Q4	$525K	Buy	+6,800	New	+$509K	0.41%	32
2020 Q1	–	Sell	-1,800	Closed	-$109K	–	57
2019 Q4	$109K	Buy	+1,800	New	+$105K	0.1%	31

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Aft Forsyth & Sober's NEE Position: Q1 2022 in Review

Aft Forsyth & Sober sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 20,500 shares — an estimated $1.91M sold.

Aft Forsyth & Sober first reported a position in NEE in Q4 2019 and held it in 6 quarters. The position peaked at $1.91M in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Aft Forsyth & Sober reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Aft Forsyth & Sober sold 20,500 NextEra Energy shares in Q1 2022, an estimated $1.91M.
Aft Forsyth & Sober first reported a position in NextEra Energy in Q4 2019 and held it in 6 quarters.
Aft Forsyth & Sober's NextEra Energy position peaked at $1.91M in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Aft Forsyth & Sober's 13F filing for Q1 2022, filed 5 May 2022.