Ergoteles’s NextEra Energy NEE Stock Holding History

Ergoteles’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	-22,717	Closed	-$1.78M	–	1733
2022 Q3	$1.78M	Buy	22,717 +11,859	+109%	+$1.01M	0.06%	308
2022 Q2	$841K	Buy	10,858 +1,501	+16%	+$114K	0.03%	617
2022 Q1	$793K	Buy	+9,357	New	+$750K	0.03%	504
2021 Q2	–	Sell	-553,400	Closed	-$41.8M	–	1623
2021 Q1	$41.8M	Buy	553,400 +368,030	+199%	+$28.7M	1.3%	8
2020 Q4	$14.3M	Buy	+185,370	New	+$13.9M	0.47%	56

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

Ergoteles's NEE Position: Q4 2022 in Review

Ergoteles sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 22,717 shares — an estimated $1.78M sold.

Ergoteles first reported a position in NEE in Q4 2020 and held it in 5 quarters. The position peaked at $41.8M in Q1 2021. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Ergoteles reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 22,717 NextEra Energy shares in Q4 2022, an estimated $1.78M.
Ergoteles first reported a position in NextEra Energy in Q4 2020 and held it in 5 quarters.
Ergoteles's NextEra Energy position peaked at $41.8M in Q1 2021.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.