CPWM LLC’s NextEra Energy NEE Stock Holding History

CPWM 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 Q3	$261K	Sell	3,330 -446	-12%	-$37.8K	0.02%	271
2022 Q2	$292K	Buy	3,776 +553	+17%	+$42.1K	0.03%	316
2022 Q1	$273K	Sell	3,223 -793	-20%	-$63.6K	0.02%	288
2021 Q4	$315K	Hold	4,016	–	–	0.02%	272
2021 Q3	$315K	Sell	4,016 -130	-3%	-$10.5K	0.03%	225
2021 Q2	$304K	Buy	4,146 +455	+12%	+$34.1K	0.02%	240
2021 Q1	$279K	Buy	3,691 +18	+0.5%	+$1.41K	0.02%	270
2020 Q4	$283K	Buy	3,673 +329	+10%	+$24.6K	0.03%	257
2020 Q3	$232K	Buy	+3,344	New	+$231K	0.02%	248
2018 Q1	–	Sell	-9,392	Closed	-$367K	–	298
2017 Q4	$367K	Buy	9,392 +52	+0.6%	+$2.01K	0.08%	148
2017 Q3	$342K	Sell	9,340 -2,196	-19%	-$80.4K	0.08%	164
2017 Q2	$404K	Buy	11,536 +412	+4%	+$14.1K	0.09%	153
2017 Q1	$357K	Sell	11,124 -444	-4%	-$14K	0.08%	156
2016 Q4	$346K	Sell	11,568 -1,748	-13%	-$52.2K	0.08%	164
2016 Q3	$407K	Sell	13,316 -3,024	-19%	-$95.3K	0.09%	159
2016 Q2	$533K	Sell	16,340 -2,348	-13%	-$70.5K	0.12%	120
2016 Q1	$553K	Buy	18,688 +832	+5%	+$23.4K	0.12%	123
2015 Q4	$464K	Sell	17,856 -944	-5%	-$23.9K	0.09%	150
2015 Q3	$459K	Buy	+18,800	New	+$478K	0.1%	145

Other funds holding NEE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

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 $501B AUM 22.01% 1-Year Est. Return