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AGF Investments LLC’s NextEra Energy NEE Stock Holding History

AGF Investments 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
Q2 		– Sell
-1,240
Closed -$105K – 445
2022
Q1 		$105K Sell
1,240
-256
-17% -$20.5K 0.01% 319
2021
Q4 		$140K Buy
1,496
+1,127
+305% +$97.4K 0.01% 308
2021
Q3 		$29K Buy
369
+72
+24% +$5.81K ﹤0.01% 380
2021
Q2 		$22K Sell
297
-8,391
-97% -$630K ﹤0.01% 387
2021
Q1 		$657K Sell
8,688
-1,933
-18% -$151K 0.08% 134
2020
Q4 		$819K Sell
10,621
-9,859
-48% -$738K 0.1% 120
2020
Q3 		$1.42M Sell
20,480
-15,036
-42% -$1.04M 0.16% 86
2020
Q2 		$2.13M Sell
35,516
-8,880
-20% -$532K 0.22% 50
2020
Q1 		$2.67M Buy
44,396
+35,352
+391% +$2.22M 0.35% 28
2019
Q4 		$548K Buy
9,044
+5,400
+148% +$315K 0.1% 317
2019
Q3 		$212K Buy
3,644
+344
+10% +$18.6K 0.05% 341
2019
Q2 		$169K Buy
+3,300
New +$162K 0.04% 368
2019
Q1 		– Sell
-68,052
Closed -$2.96M – 708
2018
Q4 		$2.96M Buy
68,052
+4,200
+7% +$184K 0.41% 61
2018
Q3 		$2.67M Sell
63,852
-1,816
-3% -$77.3K 0.34% 75
2018
Q2 		$2.74K Sell
65,668
-4,624
-7% -$187K 0.31% 80
2018
Q1 		$2.87M Sell
70,292
-13,996
-17% -$540K 0.48% 49
2017
Q4 		$3.29M Buy
84,288
+14,944
+22% +$577K 0.57% 47
2017
Q3 		$2.54M Sell
69,344
-1,244
-2% -$45.6K 0.56% 45
2017
Q2 		$2.47M Buy
70,588
+4,340
+7% +$148K 0.57% 44
2017
Q1 		$2.13M Buy
66,248
+4,588
+7% +$144K 0.54% 48
2016
Q4 		$1.84M Buy
+61,660
New +$1.84M 0.49% 48

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 LLC's NEE Position: Q2 2022 in Review

AGF Investments LLC sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 1,240 shares — an estimated $105K sold.

AGF Investments LLC first reported a position in NEE in Q4 2016 and held it in 21 quarters. The position peaked at $3.29M in Q4 2017. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

  • AGF Investments LLC reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
  • AGF Investments LLC sold 1,240 NextEra Energy shares in Q2 2022, an estimated $105K.
  • AGF Investments LLC first reported a position in NextEra Energy in Q4 2016 and held it in 21 quarters.
  • AGF Investments LLC's NextEra Energy position peaked at $3.29M in Q4 2017.
  • 2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on AGF Investments LLC's 13F filing for Q2 2022, filed 12 Aug 2022.