Aire Advisors’s NextEra Energy NEE Stock Holding History

Aire Advisors’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	–	Sell	-2,975	Closed	-$228K	–	148
2022 Q2	$228K	Sell	2,975 -362	-11%	-$27.6K	0.08%	126
2022 Q1	$283K	Buy	3,337 +780	+31%	+$62.5K	0.1%	109
2021 Q4	$238K	Buy	+2,557	New	+$221K	0.1%	97

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aire Advisors's NEE Position: Q3 2022 in Review

Aire Advisors sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 2,975 shares — an estimated $228K sold.

Aire Advisors first reported a position in NEE in Q4 2021 and held it in 3 quarters. The position peaked at $283K in Q1 2022. 2,345 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Aire Advisors reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Aire Advisors sold 2,975 NextEra Energy shares in Q3 2022, an estimated $228K.
Aire Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 3 quarters.
Aire Advisors's NextEra Energy position peaked at $283K in Q1 2022.
2,345 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Aire Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.