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AGF Investments Inc’s NextEra Energy NEE Stock Holding History

AGF Investments Inc’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 		$33.8M Sell
431,070
-115,332
-21% -$9.78M 0.32% 90
2022
Q2 		$42.3M Sell
546,402
-199,720
-27% -$15.2M 0.38% 93
2022
Q1 		$63.2M Buy
746,122
+325,113
+77% +$26.1M 0.47% 73
2021
Q4 		$39.3M Sell
421,009
-42,880
-9% -$3.71M 0.28% 108
2021
Q3 		$36.4M Sell
463,889
-165,136
-26% -$13.3M 0.28% 114
2021
Q2 		$46.1M Sell
629,025
-1,358,813
-68% -$102M 0.34% 101
2021
Q1 		$150M Buy
1,987,838
+146,025
+8% +$11.4M 1.19% 13
2020
Q4 		$142M Buy
1,841,813
+83,997
+5% +$6.28M 1.21% 12
2020
Q3 		$122M Buy
1,757,816
+717,668
+69% +$49.5M 1.23% 15
2020
Q2 		$62.5M Buy
1,040,148
+595,276
+134% +$35.6M 0.66% 45
2020
Q1 		$26.8M Buy
444,872
+364,484
+453% +$22.9M 0.32% 102
2019
Q4 		$4.87M Buy
80,388
+28,048
+54% +$1.64M 0.06% 189
2019
Q3 		$3.05M Buy
52,340
+14,152
+37% +$766K 0.04% 218
2019
Q2 		$1.96M Buy
38,188
+28,188
+282% +$1.39M 0.02% 243
2019
Q1 		$483K Sell
10,000
-4,000
-29% -$183K 0.01% 319
2018
Q4 		$608K Sell
14,000
-2,400
-15% -$105K 0.01% 327
2018
Q3 		$687K Hold
16,400
– – 0.01% 314
2018
Q2 		$685K Hold
16,400
– – 0.01% 306
2018
Q1 		$670K Hold
16,400
– – 0.01% 311
2017
Q4 		$640K Hold
16,400
– – 0.01% 320
2017
Q3 		$601K Hold
16,400
– – 0.01% 312
2017
Q2 		$575K Sell
16,400
-272
-2% -$9.3K 0.01% 313
2017
Q1 		$534K Hold
16,672
– – 0.01% 328
2016
Q4 		$497K Hold
16,672
– – 0.01% 332
2016
Q3 		$510K Hold
16,672
– – 0.01% 331
2016
Q2 		$543K Sell
16,672
-1,328
-7% -$39.9K 0.01% 326
2016
Q1 		$532K Buy
+18,000
New +$505K 0.01% 323

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

AGF Investments Inc's NEE Position: Q3 2022 in Review

AGF Investments Inc reduced its NextEra Energy (NEE) stake by 21% in Q3 2022, selling an estimated $9.78M and leaving 431,070 shares worth $33.8M. The position accounts for 0.32% of the portfolio, ranked #90.

AGF Investments Inc first reported a position in NEE in Q1 2016 and has held it in 27 quarters since. The position peaked at $150M in Q1 2021. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • AGF Investments Inc held 431,070 shares of NextEra Energy worth $33.8M as of Q3 2022.
  • AGF Investments Inc sold 115,332 NextEra Energy shares in Q3 2022, an estimated $9.78M.
  • NextEra Energy made up 0.32% of AGF Investments Inc's portfolio in Q3 2022, its #90 holding.
  • AGF Investments Inc first reported a position in NextEra Energy in Q1 2016 and has held it in 27 quarters since.
  • AGF Investments Inc's NextEra Energy position peaked at $150M in Q1 2021.
  • 2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.