Concorde Financial’s NextEra Energy NEE Stock Holding History

Concorde 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 Q1	–	Sell	-930	Closed	-$84K	–	107
2021 Q4	$84K	Buy	+930	New	+$80.4K	0.05%	44

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

Concorde Financial's NEE Position: Q1 2022 in Review

Concorde Financial sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 930 shares — an estimated $84K sold.

Concorde Financial first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $84K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Concorde Financial reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 930 NextEra Energy shares in Q1 2022, an estimated $84K.
Concorde Financial first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
Concorde Financial's NextEra Energy position peaked at $84K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.