Barnett & Company’s NextEra Energy NEE Stock Holding History

Barnett & Company’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	-60	Closed	-$6K	–	202
2021 Q4	$6K	Buy	+60	New	+$5.18K	﹤0.01%	222
2021 Q1	–	Sell	-152	Closed	-$11K	–	296
2020 Q4	$11K	Hold	152	–	–	0.01%	240
2020 Q3	$11K	Hold	152	–	–	0.01%	237
2020 Q2	$9K	Buy	+152	New	+$9.1K	0.01%	227
2017 Q3	–	Sell	-952	Closed	-$33K	–	340
2017 Q2	$33K	Hold	952	–	–	0.02%	234
2017 Q1	$31K	Hold	952	–	–	0.02%	211
2016 Q4	$28K	Hold	952	–	–	0.01%	241
2016 Q3	$29K	Sell	952 -124	-12%	-$3.91K	0.02%	249
2016 Q2	$35K	Hold	1,076	–	–	0.02%	219
2016 Q1	$32K	Buy	+1,076	New	+$30.2K	0.02%	238

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

Barnett & Company's NEE Position: Q1 2022 in Review

Barnett & Company sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 60 shares — an estimated $6K sold.

Barnett & Company first reported a position in NEE in Q1 2016 and held it in 10 quarters. The position peaked at $35K in Q2 2016. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Barnett & Company reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Barnett & Company sold 60 NextEra Energy shares in Q1 2022, an estimated $6K.
Barnett & Company first reported a position in NextEra Energy in Q1 2016 and held it in 10 quarters.
Barnett & Company's NextEra Energy position peaked at $35K in Q2 2016.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.