Frontier Wealth Management’s NextEra Energy NEE Stock Holding History

Frontier Wealth 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 Q2	$1.79M	Sell	23,082 -865	-4%	-$65.9K	0.13%	133
2022 Q1	$2.01M	Sell	23,947 -847	-3%	-$67.9K	0.03%	117
2021 Q4	$2.31M	Buy	24,794 +322	+1%	+$27.8K	0.15%	111
2021 Q3	$1.92M	Buy	24,472 +283	+1%	+$22.8K	0.13%	121
2021 Q2	$1.77M	Buy	24,189 +1,105	+5%	+$82.9K	0.12%	127
2021 Q1	$1.75M	Sell	23,084 -1,157	-5%	-$90.3K	0.13%	122
2020 Q4	$1.87M	Sell	24,241 -1,107	-4%	-$82.8K	0.15%	107
2020 Q3	$1.76M	Sell	25,348 -632	-2%	-$43.6K	0.16%	104
2020 Q2	$1.56M	Buy	25,980 +280	+1%	+$16.8K	0.14%	109
2020 Q1	$1.55M	Buy	25,700 +11,324	+79%	+$712K	0.25%	93
2019 Q4	$870K	Sell	14,376 -15,004	-51%	-$876K	0.14%	128
2019 Q3	$1.71M	Buy	29,380 +808	+3%	+$43.7K	0.25%	84
2019 Q2	$1.46M	Buy	28,572 +1,624	+6%	+$79.9K	0.22%	96
2019 Q1	$1.3M	Sell	26,948 -492	-2%	-$22.5K	0.18%	126
2018 Q4	$1.19M	Sell	27,440 -168	-0.6%	-$7.35K	0.18%	126
2018 Q3	$1.16M	Buy	27,608 +804	+3%	+$34.2K	0.11%	139
2018 Q2	$1.12M	Buy	26,804 +2,896	+12%	+$117K	0.16%	138
2018 Q1	$976K	Buy	23,908 +980	+4%	+$37.8K	0.14%	155
2017 Q4	$895K	Sell	22,928 -392	-2%	-$15.1K	0.14%	150
2017 Q3	$854K	Buy	23,320 +452	+2%	+$16.6K	0.12%	165
2017 Q2	$801K	Buy	22,868 +5,204	+29%	+$178K	0.12%	168
2017 Q1	$567K	Buy	17,664 +8,400	+91%	+$264K	0.09%	208
2016 Q4	$277K	Hold	9,264	–	–	0.05%	299
2016 Q3	$283K	Sell	9,264 -800	-8%	-$25.2K	0.04%	284
2016 Q2	$328K	Sell	10,064 -400	-4%	-$12K	0.05%	267
2016 Q1	$310K	Buy	10,464 +800	+8%	+$22.5K	0.03%	252
2015 Q4	$251K	Buy	9,664 +400	+4%	+$10.1K	0.04%	277
2015 Q3	$226K	Buy	9,264 +600	+7%	+$15.3K	0.04%	290
2015 Q2	$212K	Sell	8,664 -22,600	-72%	-$574K	0.03%	305
2015 Q1	$813K	Buy	31,264 +464	+2%	+$12.2K	0.13%	123
2014 Q4	$818K	Buy	+30,800	New	+$778K	0.15%	97

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

Frontier Wealth Management's NEE Position: Q2 2022 in Review

Frontier Wealth Management reduced its NextEra Energy (NEE) stake by 3.6% in Q2 2022, selling an estimated $65.9K and leaving 23,082 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #133.

Frontier Wealth Management first reported a position in NEE in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.31M in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Frontier Wealth Management held 23,082 shares of NextEra Energy worth $1.79M as of Q2 2022.
Frontier Wealth Management sold 865 NextEra Energy shares in Q2 2022, an estimated $65.9K.
NextEra Energy made up 0.13% of Frontier Wealth Management's portfolio in Q2 2022, its #133 holding.
Frontier Wealth Management first reported a position in NextEra Energy in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's NextEra Energy position peaked at $2.31M in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.