Cornerstone Management’s NextEra Energy NEE Stock Holding History

Cornerstone 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
2023 Q2	–	Sell	-539	Closed	-$41.6K	–	178
2023 Q1	$41.6K	Hold	539	–	–	0.01%	90
2022 Q4	$45.1K	Hold	539	–	–	0.01%	91
2022 Q3	$42.2K	Hold	539	–	–	0.01%	93
2022 Q2	$41.7K	Hold	539	–	–	0.01%	97
2022 Q1	$45.6K	Buy	539 +1	+0.2%	+$80	0.01%	100
2021 Q4	$50.3K	Buy	+538	New	+$46.5K	0.01%	93
2016 Q4	–	Sell	-8,000	Closed	-$245K	–	40
2016 Q3	$245K	Hold	8,000	–	–	0.14%	39
2016 Q2	$261K	Hold	8,000	–	–	0.16%	39
2016 Q1	$237K	Hold	8,000	–	–	0.15%	39
2015 Q4	$208K	Buy	+8,000	New	+$202K	0.14%	42

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

Cornerstone Management's NEE Position: Q2 2023 in Review

Cornerstone Management sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 539 shares — an estimated $41.6K sold.

Cornerstone Management first reported a position in NEE in Q4 2015 and held it in 10 quarters. The position peaked at $261K in Q2 2016. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Cornerstone Management reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Cornerstone Management sold 539 NextEra Energy shares in Q2 2023, an estimated $41.6K.
Cornerstone Management first reported a position in NextEra Energy in Q4 2015 and held it in 10 quarters.
Cornerstone Management's NextEra Energy position peaked at $261K in Q2 2016.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.