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Almanack Investment Partners’s NextEra Energy NEE Stock Holding History

Almanack Investment Partners’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
-10,923
Closed -$846K – 851
2022
Q2 		$846K Sell
10,923
-345
-3% -$26.3K 0.08% 150
2022
Q1 		$954K Sell
11,268
-595
-5% -$47.7K 0.08% 157
2021
Q4 		$1.11M Buy
11,863
+95
+0.8% +$8.21K 0.09% 144
2021
Q3 		$924K Buy
11,768
+336
+3% +$27.1K 0.08% 167
2021
Q2 		$838K Sell
11,432
-54
-0.5% -$4.05K 0.08% 156
2021
Q1 		$868K Buy
11,486
+6
+0.1% +$468 0.09% 152
2020
Q4 		$886K Sell
11,480
-33,352
-74% -$2.49M 0.1% 124
2020
Q3 		$852K Buy
44,832
+33,184
+285% +$2.29M 0.1% 126
2020
Q2 		$699K Sell
11,648
-3,960
-25% -$237K 0.12% 92
2020
Q1 		$939K Buy
15,608
+3,032
+24% +$191K 0.2% 62
2019
Q4 		$761K Sell
12,576
-1,920
-13% -$112K 0.15% 78
2019
Q3 		$844K Buy
14,496
+464
+3% +$25.1K 0.16% 83
2019
Q2 		$719K Buy
14,032
+56
+0.4% +$2.75K 0.17% 76
2019
Q1 		$675K Buy
13,976
+964
+7% +$44.1K 0.19% 57
2018
Q4 		$565K Buy
13,012
+200
+2% +$8.75K 0.17% 72
2018
Q3 		$556K Buy
12,812
+2,124
+20% +$90.4K 0.15% 80
2018
Q2 		$446K Buy
10,688
+88
+0.8% +$3.55K 0.2% 45
2018
Q1 		$433K Buy
10,600
+2,032
+24% +$78.4K 0.17% 54
2017
Q4 		$334K Sell
8,568
-164
-2% -$6.33K 0.13% 78
2017
Q3 		$320K Buy
8,732
+80
+0.9% +$2.93K 0.16% 65
2017
Q2 		$303K Buy
8,652
+3,396
+65% +$116K 0.17% 86
2017
Q1 		$169K Sell
5,256
-1,944
-27% -$61.1K 0.13% 113
2016
Q4 		$215K Buy
+7,200
New +$215K 0.18% 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

Almanack Investment Partners's NEE Position: Q3 2022 in Review

Almanack Investment Partners sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 10,923 shares — an estimated $846K sold.

Almanack Investment Partners first reported a position in NEE in Q4 2016 and held it in 23 quarters. The position peaked at $1.11M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • Almanack Investment Partners reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 10,923 NextEra Energy shares in Q3 2022, an estimated $846K.
  • Almanack Investment Partners first reported a position in NextEra Energy in Q4 2016 and held it in 23 quarters.
  • Almanack Investment Partners's NextEra Energy position peaked at $1.11M in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.