D. Scott Neal’s NextEra Energy NEE Stock Holding History

D. Scott Neal’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
2021 Q4	–	Sell	-4,166	Closed	-$327K	–	59
2021 Q3	$327K	Hold	4,166	–	–	0.14%	38
2021 Q2	$305K	Buy	4,166 +310	+8%	+$23.3K	0.14%	39
2021 Q1	$292K	Hold	3,856	–	–	0.13%	35
2020 Q4	$297K	Hold	3,856	–	–	0.15%	31
2020 Q3	$268K	Hold	3,856	–	–	0.15%	30
2020 Q2	$232K	Hold	3,856	–	–	0.15%	36
2020 Q1	$232K	Buy	+3,856	New	+$242K	0.14%	31
2018 Q2	–	Sell	-968	Closed	-$40K	–	132
2018 Q1	$40K	Hold	968	–	–	0.02%	87
2017 Q4	$38K	Hold	968	–	–	0.02%	87
2017 Q3	$35K	Hold	968	–	–	0.02%	91
2017 Q2	$34K	Sell	968 -568	-37%	-$19.4K	0.02%	108
2017 Q1	$49K	Hold	1,536	–	–	0.03%	81
2016 Q4	$46K	Buy	1,536 +856	+126%	+$25.6K	0.03%	81
2016 Q3	$21K	Hold	680	–	–	0.02%	93
2016 Q2	$22K	Buy	680 +568	+507%	+$17.1K	0.02%	90
2016 Q1	$3K	Hold	112	–	–	﹤0.01%	132
2015 Q4	$3K	Buy	+112	New	+$2.83K	﹤0.01%	131

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D. Scott Neal's NEE Position: Q4 2021 in Review

D. Scott Neal sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 4,166 shares — an estimated $327K sold.

D. Scott Neal first reported a position in NEE in Q4 2015 and held it in 17 quarters. The position peaked at $327K in Q3 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

D. Scott Neal reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
D. Scott Neal sold 4,166 NextEra Energy shares in Q4 2021, an estimated $327K.
D. Scott Neal first reported a position in NextEra Energy in Q4 2015 and held it in 17 quarters.
D. Scott Neal's NextEra Energy position peaked at $327K in Q3 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on D. Scott Neal's 13F filing for Q4 2021, filed 21 Jan 2022.