Cary Street Partners Asset Management’s NextEra Energy NEE Stock Holding History

Cary Street Partners Asset 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 Q4	–	Sell	-108	Closed	-$8K	–	461
2022 Q3	$8K	Buy	+108	New	+$9.16K	﹤0.01%	351

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

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

Cary Street Partners Asset Management's NEE Position: Q4 2022 in Review

Cary Street Partners Asset Management sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 108 shares — an estimated $8K sold.

Cary Street Partners Asset Management first reported a position in NEE in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Cary Street Partners Asset Management reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Cary Street Partners Asset Management sold 108 NextEra Energy shares in Q4 2022, an estimated $8K.
Cary Street Partners Asset Management first reported a position in NextEra Energy in Q3 2022 and held it in 1 quarter.
Cary Street Partners Asset Management's NextEra Energy position peaked at $8K in Q3 2022.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Cary Street Partners Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.