Corbett Road Capital Management’s NextEra Energy NEE Stock Holding History

Corbett Road Capital 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 Q2	$1.19M	Buy	15,318 +7,525	+97%	+$573K	2.03%	11
2022 Q1	$660K	Buy	7,793 +45	+0.6%	+$3.61K	0.85%	23
2021 Q4	$723K	Buy	7,748 +235	+3%	+$20.3K	1.24%	21
2021 Q3	$590K	Sell	7,513 -206	-3%	-$16.6K	1.02%	28
2021 Q2	$566K	Sell	7,719 -1,188	-13%	-$89.2K	1%	27
2021 Q1	$673K	Sell	8,907 -941	-10%	-$73.4K	1%	26
2020 Q4	$760K	Buy	9,848 +56	+0.6%	+$4.19K	0.69%	35
2020 Q3	$680K	Buy	9,792 +336	+4%	+$23.2K	0.65%	32
2020 Q2	$567K	Buy	9,456 +3,512	+59%	+$210K	0.54%	40
2020 Q1	$358K	Sell	5,944 -1,152	-16%	-$72.4K	0.51%	33
2019 Q4	$430K	Buy	+7,096	New	+$414K	0.42%	56

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

Corbett Road Capital Management's NEE Position: Q2 2022 in Review

Corbett Road Capital Management increased its NextEra Energy (NEE) stake by 97% in Q2 2022, buying an estimated $573K and bringing the position to 15,318 shares worth $1.19M. The position accounts for 2.03% of the portfolio, ranked #11.

Corbett Road Capital Management first reported a position in NEE in Q4 2019 and has held it in 11 quarters since. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Corbett Road Capital Management held 15,318 shares of NextEra Energy worth $1.19M as of Q2 2022.
Corbett Road Capital Management bought 7,525 NextEra Energy shares in Q2 2022, an estimated $573K.
NextEra Energy made up 2.03% of Corbett Road Capital Management's portfolio in Q2 2022, its #11 holding.
Corbett Road Capital Management first reported a position in NextEra Energy in Q4 2019 and has held it in 11 quarters since.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.