Cascade Investment Advisors’s NextEra Energy NEE Stock Holding History

Cascade Investment Advisors’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
2023 Q2	–	Sell	-680	Closed	-$52.4K	–	180
2023 Q1	$52.4K	Buy	+680	New	+$52.3K	0.04%	140
2022 Q3	–	Sell	-680	Closed	-$52.7K	–	180
2022 Q2	$52.7K	Hold	680	–	–	0.04%	146
2022 Q1	$57.6K	Hold	680	–	–	0.04%	157
2021 Q4	$63.5K	Hold	680	–	–	0.04%	153
2021 Q3	$53.4K	Hold	680	–	–	0.03%	156
2021 Q2	$49.8K	Hold	680	–	–	0.03%	160
2021 Q1	$51.4K	Hold	680	–	–	0.03%	161
2020 Q4	$52.5K	Hold	680	–	–	0.04%	155
2020 Q3	$47.2K	Hold	680	–	–	0.04%	155
2020 Q2	$40.8K	Hold	680	–	–	0.04%	156
2020 Q1	$40.9K	Hold	680	–	–	0.05%	145
2019 Q4	$41.2K	Hold	680	–	–	0.03%	160
2019 Q3	$39.6K	Hold	680	–	–	0.03%	161
2019 Q2	$34.8K	Hold	680	–	–	0.03%	161
2019 Q1	$32.9K	Hold	680	–	–	0.03%	152
2018 Q4	$29.5K	Sell	680 -120	-15%	-$5.25K	0.03%	153
2018 Q3	$33.5K	Sell	800 -60	-7%	-$2.55K	0.03%	144
2018 Q2	$35.9K	Hold	860	–	–	0.03%	140
2018 Q1	$35.1K	Hold	860	–	–	0.03%	139
2017 Q4	$33.6K	Hold	860	–	–	0.03%	138
2017 Q3	$31.5K	Hold	860	–	–	0.03%	136
2017 Q2	$30.1K	Hold	860	–	–	0.03%	136
2017 Q1	$27.6K	Buy	+860	New	+$27K	0.02%	124

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Cascade Investment Advisors's NEE Position: Q2 2023 in Review

Cascade Investment Advisors sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 680 shares — an estimated $52.4K sold.

Cascade Investment Advisors first reported a position in NEE in Q1 2017 and held it in 23 quarters. The position peaked at $63.5K in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Cascade Investment Advisors reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 680 NextEra Energy shares in Q2 2023, an estimated $52.4K.
Cascade Investment Advisors first reported a position in NextEra Energy in Q1 2017 and held it in 23 quarters.
Cascade Investment Advisors's NextEra Energy position peaked at $63.5K in Q4 2021.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.