Black Diamond Financial’s NextEra Energy NEE Stock Holding History

Black Diamond Financial’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	-6,507	Closed	-$551K	–	123
2022 Q1	$551K	Buy	+6,507	New	+$521K	0.17%	64

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

Black Diamond Financial's NEE Position: Q2 2022 in Review

Black Diamond Financial sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 6,507 shares — an estimated $551K sold.

Black Diamond Financial first reported a position in NEE in Q1 2022 and held it in 1 quarter. The position peaked at $551K in Q1 2022. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Black Diamond Financial reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Black Diamond Financial sold 6,507 NextEra Energy shares in Q2 2022, an estimated $551K.
Black Diamond Financial first reported a position in NextEra Energy in Q1 2022 and held it in 1 quarter.
Black Diamond Financial's NextEra Energy position peaked at $551K in Q1 2022.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Black Diamond Financial's 13F filing for Q2 2022, filed 27 Jul 2022.