DCM Advisors’s NextEra Energy NEE Stock Holding History

DCM Advisors’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	-4,919	Closed	-$386K	–	136
2022 Q3	$386K	Buy	4,919 +206	+4%	+$17.5K	0.19%	116
2022 Q2	$365K	Sell	4,713 -722	-13%	-$55K	0.16%	132
2022 Q1	$460K	Sell	5,435 -3,024	-36%	-$242K	0.16%	129
2021 Q4	$790K	Buy	+8,459	New	+$731K	0.23%	107
2021 Q1	–	Sell	-24,928	Closed	-$1.92M	–	265
2020 Q4	$1.92M	Buy	+24,928	New	+$1.86M	1.12%	15

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

DCM Advisors's NEE Position: Q4 2022 in Review

DCM Advisors sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 4,919 shares — an estimated $386K sold.

DCM Advisors first reported a position in NEE in Q4 2020 and held it in 5 quarters. The position peaked at $1.92M in Q4 2020. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

DCM Advisors reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 4,919 NextEra Energy shares in Q4 2022, an estimated $386K.
DCM Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 5 quarters.
DCM Advisors's NextEra Energy position peaked at $1.92M in Q4 2020.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.