Disciplina Capital Management’s NextEra Energy NEE Stock Holding History

Disciplina 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
2021 Q4	–	Sell	-557	Closed	-$43.8K	–	62
2021 Q3	$43.8K	Buy	557 +23	+4%	+$1.85K	0.01%	33
2021 Q2	$39.1K	Buy	534 +70	+15%	+$5.25K	0.01%	35
2021 Q1	$35.1K	Buy	464 +203	+78%	+$15.8K	0.01%	27
2020 Q4	$20.1K	Buy	+261	New	+$19.5K	0.01%	19

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

Disciplina Capital Management's NEE Position: Q4 2021 in Review

Disciplina Capital Management sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 557 shares — an estimated $43.8K sold.

Disciplina Capital Management first reported a position in NEE in Q4 2020 and held it in 4 quarters. The position peaked at $43.8K in Q3 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Disciplina Capital Management reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Disciplina Capital Management sold 557 NextEra Energy shares in Q4 2021, an estimated $43.8K.
Disciplina Capital Management first reported a position in NextEra Energy in Q4 2020 and held it in 4 quarters.
Disciplina Capital Management's NextEra Energy position peaked at $43.8K in Q3 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Disciplina Capital Management's 13F filing for Q4 2021, filed 16 Nov 2023.