Axel Capital Management’s NextEra Energy NEE Stock Holding History

Axel 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
2022 Q1	–	Sell	-25,000	Closed	-$2.33M	–	19
2021 Q4	$2.33M	Buy	+25,000	New	+$2.16M	2.29%	11
2021 Q1	–	Sell	-80,000	Closed	-$6.17M	–	45
2020 Q4	$6.17M	Buy	80,000 +40,000	+100%	+$2.99M	2.01%	17
2020 Q3	$2.78M	Buy	+40,000	New	+$2.76M	1.19%	23
2020 Q1	–	Sell	-160,000	Closed	-$9.69M	–	31
2019 Q4	$9.69M	Hold	160,000	–	–	12.42%	5
2019 Q3	$9.32M	Buy	160,000 +64,000	+67%	+$3.46M	6.6%	5
2019 Q2	$4.92M	Hold	96,000	–	–	3.47%	8
2019 Q1	$4.64M	Hold	96,000	–	–	2.47%	6
2018 Q4	$4.17M	Buy	96,000 +24,000	+33%	+$1.05M	2.76%	5
2018 Q3	$3.02M	Hold	72,000	–	–	2.68%	18
2018 Q2	$3.01M	Buy	+72,000	New	+$2.91M	2.8%	14

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axel Capital Management's NEE Position: Q1 2022 in Review

Axel Capital Management sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 25,000 shares — an estimated $2.33M sold.

Axel Capital Management first reported a position in NEE in Q2 2018 and held it in 10 quarters. The position peaked at $9.69M in Q4 2019. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Axel Capital Management reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Axel Capital Management sold 25,000 NextEra Energy shares in Q1 2022, an estimated $2.33M.
Axel Capital Management first reported a position in NextEra Energy in Q2 2018 and held it in 10 quarters.
Axel Capital Management's NextEra Energy position peaked at $9.69M in Q4 2019.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Axel Capital Management's 13F filing for Q1 2022, filed 29 Apr 2022.