AUA Capital Management’s NextEra Energy NEE Stock Holding History

AUA Capital Management’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
2023 Q1	–	Sell	-475	Closed	-$39.7K	–	248
2022 Q4	$39.7K	Hold	475	–	–	0.03%	141
2022 Q3	$37K	Sell	475 -3	-0.6%	-$255	0.02%	141
2022 Q2	$37K	Sell	478 -16	-3%	-$1.22K	0.02%	146
2022 Q1	$42K	Hold	494	–	–	0.02%	147
2021 Q4	$46K	Hold	494	–	–	0.03%	132
2021 Q3	$39K	Sell	494 -15	-3%	-$1.21K	0.02%	135
2021 Q2	$37K	Hold	509	–	–	0.02%	136
2021 Q1	$38K	Sell	509 -27	-5%	-$2.11K	0.03%	135
2020 Q4	$41K	Sell	536 -8	-1%	-$598	0.03%	132
2020 Q3	$38K	Buy	544 +184	+51%	+$12.7K	0.03%	131
2020 Q2	$22K	Hold	360	–	–	0.02%	120
2020 Q1	$22K	Hold	360	–	–	0.02%	131
2019 Q4	$22K	Hold	360	–	–	0.02%	135
2019 Q3	$21K	Hold	360	–	–	0.02%	137
2019 Q2	$18K	Hold	360	–	–	0.01%	143
2019 Q1	$17K	Hold	360	–	–	0.01%	143
2018 Q4	$16K	Hold	360	–	–	0.01%	142
2018 Q3	$15K	Hold	360	–	–	0.01%	149
2018 Q2	$15K	Hold	360	–	–	0.01%	149
2018 Q1	$15K	Hold	360	–	–	0.01%	152
2017 Q4	$14K	Hold	360	–	–	0.01%	164
2017 Q3	$13K	Hold	360	–	–	0.01%	162
2017 Q2	$13K	Hold	360	–	–	0.01%	165
2017 Q1	$12K	Hold	360	–	–	0.01%	152
2016 Q4	$11K	Buy	+360	New	+$10.8K	0.01%	162

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AUA Capital Management's NEE Position: Q1 2023 in Review

AUA Capital Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 475 shares — an estimated $39.7K sold.

AUA Capital Management first reported a position in NEE in Q4 2016 and held it in 25 quarters. The position peaked at $46K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

AUA Capital Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 475 NextEra Energy shares in Q1 2023, an estimated $39.7K.
AUA Capital Management first reported a position in NextEra Energy in Q4 2016 and held it in 25 quarters.
AUA Capital Management's NextEra Energy position peaked at $46K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.