Crossvault Capital Management’s NextEra Energy NEE Stock Holding History

Crossvault 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	$745K	Buy	9,624 +486	+5%	+$37K	0.29%	48
2022 Q1	$774K	Hold	9,138	–	–	0.25%	47
2021 Q4	$853K	Hold	9,138	–	–	0.26%	47
2021 Q3	$718K	Sell	9,138 -400	-4%	-$32.3K	0.23%	48
2021 Q2	$743K	Hold	9,538	–	–	0.23%	46
2021 Q1	$721K	Hold	9,538	–	–	0.26%	46
2020 Q4	$736K	Buy	9,538 +2	+0%	+$150	0.27%	43
2020 Q3	$662K	Hold	9,536	–	–	0.29%	41
2020 Q2	$573K	Sell	9,536 -3,800	-28%	-$227K	0.27%	44
2020 Q1	$802K	Hold	13,336	–	–	0.45%	39
2019 Q4	$807K	Hold	13,336	–	–	0.35%	44
2019 Q3	$777K	Sell	13,336 -400	-3%	-$21.6K	0.37%	41
2019 Q2	$704K	Hold	13,736	–	–	0.34%	41
2019 Q1	$664K	Hold	13,736	–	–	0.34%	43
2018 Q4	$597K	Hold	13,736	–	–	0.34%	43
2018 Q3	$576K	Hold	13,736	–	–	0.3%	47
2018 Q2	$574K	Buy	+13,736	New	+$555K	0.31%	43

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

Crossvault Capital Management's NEE Position: Q2 2022 in Review

Crossvault Capital Management increased its NextEra Energy (NEE) stake by 5.3% in Q2 2022, buying an estimated $37K and bringing the position to 9,624 shares worth $745K. The position accounts for 0.29% of the portfolio, ranked #48.

Crossvault Capital Management first reported a position in NEE in Q2 2018 and has held it in 17 quarters since. The position peaked at $853K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Crossvault Capital Management held 9,624 shares of NextEra Energy worth $745K as of Q2 2022.
Crossvault Capital Management bought 486 NextEra Energy shares in Q2 2022, an estimated $37K.
NextEra Energy made up 0.29% of Crossvault Capital Management's portfolio in Q2 2022, its #48 holding.
Crossvault Capital Management first reported a position in NextEra Energy in Q2 2018 and has held it in 17 quarters since.
Crossvault Capital Management's NextEra Energy position peaked at $853K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Crossvault Capital Management's 13F filing for Q2 2022, filed 8 Aug 2022.