Echo45 Advisors’s NextEra Energy NEE Stock Holding History

Echo45 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 Q2	–	Sell	-2,927	Closed	-$248K	–	68
2022 Q1	$248K	Sell	2,927 -680	-19%	-$54.5K	0.19%	62
2021 Q4	$337K	Buy	+3,607	New	+$312K	0.27%	60

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

Echo45 Advisors's NEE Position: Q2 2022 in Review

Echo45 Advisors sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 2,927 shares — an estimated $248K sold.

Echo45 Advisors first reported a position in NEE in Q4 2021 and held it in 2 quarters. The position peaked at $337K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Echo45 Advisors reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Echo45 Advisors sold 2,927 NextEra Energy shares in Q2 2022, an estimated $248K.
Echo45 Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 2 quarters.
Echo45 Advisors's NextEra Energy position peaked at $337K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Echo45 Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.