Hobart Private Capital’s NextEra Energy NEE Stock Holding History

Hobart Private 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
2021 Q4	–	Sell	-6,798	Closed	-$534K	–	78
2021 Q3	$534K	Sell	6,798 -324	-5%	-$26.1K	0.21%	70
2021 Q2	$522K	Sell	7,122 -274	-4%	-$20.6K	0.21%	77
2021 Q1	$559K	Sell	7,396 -171	-2%	-$13.3K	0.23%	79
2020 Q4	$584K	Sell	7,567 -393	-5%	-$29.4K	0.26%	77
2020 Q3	$552K	Buy	7,960 +268	+3%	+$18.5K	0.28%	69
2020 Q2	$462K	Buy	7,692 +792	+11%	+$47.4K	0.26%	97
2020 Q1	$415K	Buy	6,900 +928	+16%	+$58.3K	0.29%	89
2019 Q4	$362K	Buy	+5,972	New	+$349K	0.22%	124
2019 Q2	–	Sell	-7,044	Closed	-$340K	–	165
2019 Q1	$340K	Sell	7,044 -1,520	-18%	-$69.5K	0.26%	103
2018 Q4	$372K	Buy	8,564 +3,056	+55%	+$134K	0.32%	77
2018 Q3	$231K	Buy	+5,508	New	+$234K	0.18%	128

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hobart Private Capital's NEE Position: Q4 2021 in Review

Hobart Private Capital sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 6,798 shares — an estimated $534K sold.

Hobart Private Capital first reported a position in NEE in Q3 2018 and held it in 11 quarters. The position peaked at $584K in Q4 2020. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Hobart Private Capital reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Hobart Private Capital sold 6,798 NextEra Energy shares in Q4 2021, an estimated $534K.
Hobart Private Capital first reported a position in NextEra Energy in Q3 2018 and held it in 11 quarters.
Hobart Private Capital's NextEra Energy position peaked at $584K in Q4 2020.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Hobart Private Capital's 13F filing for Q4 2021, filed 11 Mar 2024.