Henshaw Capital’s NextEra Energy NEE Stock Holding History

Henshaw Capital’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	-3,539	Closed	-$277K	–	293
2022 Q3	$277K	Buy	3,539 +780	+28%	+$66.2K	0.02%	215
2022 Q2	$214K	Sell	2,759 -911	-25%	-$69.4K	0.01%	282
2022 Q1	$311K	Hold	3,670	–	–	0.02%	242
2021 Q4	$343K	Hold	3,670	–	–	0.02%	232
2021 Q3	$288K	Hold	3,670	–	–	0.02%	267
2021 Q2	$269K	Sell	3,670 -249	-6%	-$18.7K	0.02%	298
2021 Q1	$296K	Buy	+3,919	New	+$306K	0.02%	269

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Henshaw Capital's NEE Position: Q4 2022 in Review

Henshaw Capital sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 3,539 shares — an estimated $277K sold.

Henshaw Capital first reported a position in NEE in Q1 2021 and held it in 7 quarters. The position peaked at $343K in Q4 2021. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Henshaw Capital reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Henshaw Capital sold 3,539 NextEra Energy shares in Q4 2022, an estimated $277K.
Henshaw Capital first reported a position in NextEra Energy in Q1 2021 and held it in 7 quarters.
Henshaw Capital's NextEra Energy position peaked at $343K in Q4 2021.
2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Henshaw Capital's 13F filing for Q4 2022, filed 28 May 2026.