HNP Capital’s NextEra Energy NEE Stock Holding History

HNP 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
2023 Q1	$2.62M	Sell	33,995 -1,214	-3%	-$93.4K	0.73%	35
2022 Q4	$2.94M	Buy	35,209 +4,916	+16%	+$397K	0.82%	29
2022 Q3	$2.38M	Buy	30,293 +1,159	+4%	+$98.3K	0.69%	41
2022 Q2	$2.26M	Sell	29,134 -685	-2%	-$52.2K	0.62%	40
2022 Q1	$2.53M	Buy	29,819 +5,588	+23%	+$448K	0.6%	39
2021 Q4	$2.26M	Buy	24,231 +1,105	+5%	+$95.5K	0.51%	52
2021 Q3	$1.82M	Buy	23,126 +1,417	+7%	+$114K	0.46%	53
2021 Q2	$1.59M	Buy	21,709 +4,702	+28%	+$353K	0.42%	56
2021 Q1	$1.29M	Buy	17,007 +582	+4%	+$45.4K	0.38%	65
2020 Q4	$1.27M	Sell	16,425 -39,495	-71%	-$2.95M	0.41%	61
2020 Q3	$1.06M	Buy	55,920 +45,036	+414%	+$3.11M	0.39%	64
2020 Q2	$670K	Buy	10,884 +1,136	+12%	+$68K	0.28%	74
2020 Q1	$574K	Buy	+9,748	New	+$613K	0.09%	134

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HNP Capital's NEE Position: Q1 2023 in Review

HNP Capital reduced its NextEra Energy (NEE) stake by 3.4% in Q1 2023, selling an estimated $93.4K and leaving 33,995 shares worth $2.62M. The position accounts for 0.73% of the portfolio, ranked #35.

HNP Capital first reported a position in NEE in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.94M in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

HNP Capital held 33,995 shares of NextEra Energy worth $2.62M as of Q1 2023.
HNP Capital sold 1,214 NextEra Energy shares in Q1 2023, an estimated $93.4K.
NextEra Energy made up 0.73% of HNP Capital's portfolio in Q1 2023, its #35 holding.
HNP Capital first reported a position in NextEra Energy in Q1 2020 and has held it in 13 quarters since.
HNP Capital's NextEra Energy position peaked at $2.94M in Q4 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on HNP Capital's 13F filing for Q1 2023, filed 18 May 2023.