FourThought Financial’s NextEra Energy NEE Stock Holding History

FourThought Financial’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 Q3	$15M	Buy	190,717 +126	+0.1%	+$10.7K	2.21%	3
2022 Q2	$14.8M	Sell	190,591 -329	-0.2%	-$25K	2.16%	5
2022 Q1	$16.2M	Buy	190,920 +3,027	+2%	+$243K	2.05%	4
2021 Q4	$17.5M	Sell	187,893 -385	-0.2%	-$33.3K	2.21%	3
2021 Q3	$14.8M	Sell	188,278 -50	-0%	-$4.03K	1.97%	4
2021 Q2	$13.8M	Sell	188,328 -2,176	-1%	-$163K	1.85%	5
2021 Q1	$14.4M	Sell	190,504 -3,225	-2%	-$252K	2.08%	3
2020 Q4	$14.9M	Buy	+193,729	New	+$14.5M	2.39%	3

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

FourThought Financial's NEE Position: Q3 2022 in Review

FourThought Financial increased its NextEra Energy (NEE) stake by 0.07% in Q3 2022, buying an estimated $10.7K and bringing the position to 190,717 shares worth $15M. The position accounts for 2.21% of the portfolio, ranked #3.

FourThought Financial first reported a position in NEE in Q4 2020 and has held it in 8 quarters since. The position peaked at $17.5M in Q4 2021. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

FourThought Financial held 190,717 shares of NextEra Energy worth $15M as of Q3 2022.
FourThought Financial bought 126 NextEra Energy shares in Q3 2022, an estimated $10.7K.
NextEra Energy made up 2.21% of FourThought Financial's portfolio in Q3 2022, its #3 holding.
FourThought Financial first reported a position in NextEra Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's NextEra Energy position peaked at $17.5M in Q4 2021.
2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.