COWA LLC’s NextEra Energy NEE Stock Holding History

COWA LLC’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	-800	Closed	-$63K	–	251
2022 Q3	$63K	Buy	+800	New	+$67.9K	0.04%	174
2021 Q1	–	Sell	-700	Closed	-$57K	–	392
2020 Q4	$57K	Buy	+700	New	+$52.4K	0.04%	186

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

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

COWA LLC's NEE Position: Q4 2022 in Review

COWA LLC sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 800 shares — an estimated $63K sold.

COWA LLC first reported a position in NEE in Q4 2020 and held it in 2 quarters. The position peaked at $63K in Q3 2022. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

COWA LLC reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 800 NextEra Energy shares in Q4 2022, an estimated $63K.
COWA LLC first reported a position in NextEra Energy in Q4 2020 and held it in 2 quarters.
COWA LLC's NextEra Energy position peaked at $63K in Q3 2022.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.