Energy Opportunities Capital Management’s NextEra Energy NEE Stock Holding History

Energy Opportunities 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 Q4	$798K	Sell	9,540 -735	-7%	-$59.4K	2.32%	19
2022 Q3	$806K	Sell	10,275 -1,050	-9%	-$89.1K	2.6%	19
2022 Q2	$877K	Sell	11,325 -960	-8%	-$73.1K	2.51%	19
2022 Q1	$1.04M	Sell	12,285 -125	-1%	-$10K	2.48%	16
2021 Q4	$1.16M	Sell	12,410 -2,205	-15%	-$191K	3.44%	10
2021 Q3	$1.15M	Hold	14,615	–	–	2.96%	14
2021 Q2	$1.07M	Sell	14,615 -2,295	-14%	-$172K	2.73%	14
2021 Q1	$1.28M	Sell	16,910 -625	-4%	-$48.8K	3.22%	9
2020 Q4	$1.35M	Buy	17,535 +255	+1%	+$19.1K	3.63%	11
2020 Q3	$1.2M	Hold	17,280	–	–	4.37%	7
2020 Q2	$1.04M	Hold	17,280	–	–	4.11%	10
2020 Q1	$1.04M	Buy	+17,280	New	+$1.09M	5.82%	5
2018 Q2	–	Sell	-38,724	Closed	-$1.58M	–	56
2018 Q1	$1.58M	Sell	38,724 -2,280	-6%	-$87.9K	1.26%	29
2017 Q4	$1.6M	Buy	+41,004	New	+$1.58M	1.11%	29

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

Energy Opportunities Capital Management's NEE Position: Q4 2022 in Review

Energy Opportunities Capital Management reduced its NextEra Energy (NEE) stake by 7.2% in Q4 2022, selling an estimated $59.4K and leaving 9,540 shares worth $798K. The position accounts for 2.32% of the portfolio, ranked #19.

Energy Opportunities Capital Management first reported a position in NEE in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.6M in Q4 2017. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Energy Opportunities Capital Management held 9,540 shares of NextEra Energy worth $798K as of Q4 2022.
Energy Opportunities Capital Management sold 735 NextEra Energy shares in Q4 2022, an estimated $59.4K.
NextEra Energy made up 2.32% of Energy Opportunities Capital Management's portfolio in Q4 2022, its #19 holding.
Energy Opportunities Capital Management first reported a position in NextEra Energy in Q4 2017 and has held it in 14 quarters since.
Energy Opportunities Capital Management's NextEra Energy position peaked at $1.6M in Q4 2017.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Energy Opportunities Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.