HC Financial Advisors’s NextEra Energy NEE Stock Holding History

HC Financial Advisors’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	$614K	Buy	7,925 +1,144	+17%	+$87.1K	0.41%	62
2022 Q1	$574K	Buy	6,781 +2,101	+45%	+$168K	0.34%	65
2021 Q4	$437K	Buy	4,680 +60	+1%	+$5.18K	0.24%	70
2021 Q3	$363K	Buy	4,620 +90	+2%	+$7.26K	0.22%	70
2021 Q2	$332K	Hold	4,530	–	–	0.19%	70
2021 Q1	$343K	Buy	4,530 +258	+6%	+$20.1K	0.21%	67
2020 Q4	$330K	Buy	4,272 +872	+26%	+$65.2K	0.21%	66
2020 Q3	$236K	Hold	3,400	–	–	0.17%	69
2020 Q2	$204K	Buy	3,400 +1,520	+81%	+$91K	0.16%	64
2020 Q1	$113K	Buy	+1,880	New	+$118K	0.1%	78

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

HC Financial Advisors's NEE Position: Q2 2022 in Review

HC Financial Advisors increased its NextEra Energy (NEE) stake by 17% in Q2 2022, buying an estimated $87.1K and bringing the position to 7,925 shares worth $614K. The position accounts for 0.41% of the portfolio, ranked #62.

HC Financial Advisors first reported a position in NEE in Q1 2020 and has held it in 10 quarters since. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

HC Financial Advisors held 7,925 shares of NextEra Energy worth $614K as of Q2 2022.
HC Financial Advisors bought 1,144 NextEra Energy shares in Q2 2022, an estimated $87.1K.
NextEra Energy made up 0.41% of HC Financial Advisors's portfolio in Q2 2022, its #62 holding.
HC Financial Advisors first reported a position in NextEra Energy in Q1 2020 and has held it in 10 quarters since.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.