Coann Capital’s NextEra Energy NEE Stock Holding History

Coann Capital’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	-182,037	Closed	-$14.3M	–	24
2022 Q3	$14.3M	Buy	+182,037	New	+$15.4M	8.76%	3
2022 Q2	–	Sell	-99,161	Closed	-$8.4M	–	18
2022 Q1	$8.4M	Buy	+99,161	New	+$7.95M	5.86%	11
2021 Q4	–	Sell	-56,718	Closed	-$4.45M	–	25
2021 Q3	$4.45M	Sell	56,718 -24,069	-30%	-$1.94M	4.3%	13
2021 Q2	$5.92M	Buy	+80,787	New	+$6.06M	4.55%	12

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coann Capital's NEE Position: Q4 2022 in Review

Coann Capital sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 182,037 shares — an estimated $14.3M sold.

Coann Capital first reported a position in NEE in Q2 2021 and held it in 4 quarters. The position peaked at $14.3M in Q3 2022. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Coann Capital reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Coann Capital sold 182,037 NextEra Energy shares in Q4 2022, an estimated $14.3M.
Coann Capital first reported a position in NextEra Energy in Q2 2021 and held it in 4 quarters.
Coann Capital's NextEra Energy position peaked at $14.3M in Q3 2022.
2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Coann Capital's 13F filing for Q4 2022, filed 3 Feb 2023.