Bar Harbor Trust Services’s NextEra Energy NEE Stock Holding History

Bar Harbor Trust Services’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	-20,394	Closed	-$1.73M	–	84
2022 Q1	$1.73M	Buy	20,394 +2,390	+13%	+$192K	0.52%	45
2021 Q4	$1.68M	Buy	18,004 +1,883	+12%	+$163K	0.45%	50
2021 Q3	$1.26M	Buy	16,121 +644	+4%	+$51.9K	0.4%	60
2021 Q2	$1.13M	Sell	15,477 -1,568	-9%	-$118K	0.36%	60
2021 Q1	$1.29M	Sell	17,045 -2,070	-11%	-$162K	0.47%	48
2020 Q4	$1.47M	Sell	19,115 -85	-0.4%	-$6.36K	0.55%	41
2020 Q3	$1.33M	Buy	19,200 +488	+3%	+$33.7K	0.56%	36
2020 Q2	$1.12M	Buy	18,712 +1,648	+10%	+$98.6K	0.51%	39
2020 Q1	$1.03M	Buy	17,064 +220	+1%	+$13.8K	0.73%	31
2019 Q4	$1.02M	Buy	+16,844	New	+$983K	0.41%	48

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bar Harbor Trust Services's NEE Position: Q2 2022 in Review

Bar Harbor Trust Services sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 20,394 shares — an estimated $1.73M sold.

Bar Harbor Trust Services first reported a position in NEE in Q4 2019 and held it in 10 quarters. The position peaked at $1.73M in Q1 2022. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Bar Harbor Trust Services reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Bar Harbor Trust Services sold 20,394 NextEra Energy shares in Q2 2022, an estimated $1.73M.
Bar Harbor Trust Services first reported a position in NextEra Energy in Q4 2019 and held it in 10 quarters.
Bar Harbor Trust Services's NextEra Energy position peaked at $1.73M in Q1 2022.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Bar Harbor Trust Services's 13F filing for Q2 2022.