Enlightenment Research’s NextEra Energy NEE Stock Holding History

Enlightenment Research’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	-7,200	Closed	-$565K	–	54
2022 Q3	$565K	Buy	+7,200	New	+$611K	1.25%	23
2022 Q1	–	Sell	-2,400	Closed	-$224K	–	181
2021 Q4	$224K	Buy	+2,400	New	+$207K	0.32%	100
2021 Q3	–	Sell	-9,000	Closed	-$660K	–	180
2021 Q2	$660K	Buy	+9,000	New	+$675K	0.84%	36
2020 Q1	–	Sell	-4,000	Closed	-$242K	–	185
2019 Q4	$242K	Buy	+4,000	New	+$234K	1.13%	38
2019 Q3	–	Sell	-18,400	Closed	-$912K	–	214
2019 Q2	$912K	Buy	+18,400	New	+$905K	0.46%	51

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

Enlightenment Research's NEE Position: Q4 2022 in Review

Enlightenment Research sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 7,200 shares — an estimated $565K sold.

Enlightenment Research first reported a position in NEE in Q2 2019 and held it in 5 quarters. The position peaked at $912K in Q2 2019. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Enlightenment Research reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 7,200 NextEra Energy shares in Q4 2022, an estimated $565K.
Enlightenment Research first reported a position in NextEra Energy in Q2 2019 and held it in 5 quarters.
Enlightenment Research's NextEra Energy position peaked at $912K in Q2 2019.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.