Fieldpoint Private Securities’s NextEra Energy NEE Stock Holding History

Fieldpoint Private Securities’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	$556K	Buy	7,181 +1,238	+21%	+$94.3K	0.16%	139
2022 Q1	$503K	Sell	5,943 -688	-10%	-$55.1K	0.1%	202
2021 Q4	$619K	Buy	6,631 +155	+2%	+$13.4K	0.12%	184
2021 Q3	$508K	Sell	6,476 -138	-2%	-$11.1K	0.11%	200
2021 Q2	$533K	Buy	6,614 +104	+2%	+$7.8K	0.12%	191
2021 Q1	$492K	Sell	6,510 -908	-12%	-$70.9K	0.11%	198
2020 Q4	$572K	Buy	7,418 +2,554	+53%	+$191K	0.13%	172
2020 Q3	$338K	Buy	4,864 +332	+7%	+$22.9K	0.1%	211
2020 Q2	$272K	Buy	4,532 +932	+26%	+$55.8K	0.09%	203
2020 Q1	$217K	Buy	3,600 +480	+15%	+$30.2K	0.08%	220
2019 Q4	$189K	Hold	3,120	–	–	0.06%	270
2019 Q3	$182K	Sell	3,120 -140	-4%	-$7.58K	0.07%	221
2019 Q2	$167K	Buy	3,260 +1,260	+63%	+$62K	0.05%	252
2019 Q1	$97K	Hold	2,000	–	–	0.04%	249
2018 Q4	$87K	Hold	2,000	–	–	0.04%	246
2018 Q3	$84K	Hold	2,000	–	–	0.03%	270
2018 Q2	$84K	Hold	2,000	–	–	0.03%	273
2018 Q1	$82K	Hold	2,000	–	–	0.04%	252
2017 Q4	$78K	Sell	2,000 -1,680	-46%	-$64.9K	0.04%	254
2017 Q3	$135K	Buy	3,680 +1,680	+84%	+$61.5K	0.06%	233
2017 Q2	$70K	Hold	2,000	–	–	0.05%	103
2017 Q1	$64K	Buy	+2,000	New	+$62.9K	0.05%	175

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

Fieldpoint Private Securities's NEE Position: Q2 2022 in Review

Fieldpoint Private Securities increased its NextEra Energy (NEE) stake by 21% in Q2 2022, buying an estimated $94.3K and bringing the position to 7,181 shares worth $556K. The position accounts for 0.16% of the portfolio, ranked #139.

Fieldpoint Private Securities first reported a position in NEE in Q1 2017 and has held it in 22 quarters since. The position peaked at $619K in Q4 2021. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Fieldpoint Private Securities held 7,181 shares of NextEra Energy worth $556K as of Q2 2022.
Fieldpoint Private Securities bought 1,238 NextEra Energy shares in Q2 2022, an estimated $94.3K.
NextEra Energy made up 0.16% of Fieldpoint Private Securities's portfolio in Q2 2022, its #139 holding.
Fieldpoint Private Securities first reported a position in NextEra Energy in Q1 2017 and has held it in 22 quarters since.
Fieldpoint Private Securities's NextEra Energy position peaked at $619K in Q4 2021.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.