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Hotaling Investment Management’s NextEra Energy NEE Stock Holding History

Hotaling Investment 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
Q4 		$5.49M Buy
65,710
+1,024
+2% +$82.7K 2.48% 7
2022
Q3 		$5.07M Buy
64,686
+493
+0.8% +$41.8K 2.43% 7
2022
Q2 		$4.97M Sell
64,193
-27
-0% -$2.06K 2.16% 8
2022
Q1 		$5.44M Buy
64,220
+6,207
+11% +$497K 2.09% 8
2021
Q4 		$5.42M Buy
58,013
+1,200
+2% +$104K 1.88% 10
2021
Q3 		$4.46M Buy
56,813
+583
+1% +$47K 1.85% 9
2021
Q2 		$4.12M Buy
56,230
+505
+0.9% +$37.9K 1.68% 15
2021
Q1 		$4.21M Buy
55,725
+43,960
+374% +$3.43M 1.89% 13
2020
Q4 		$908K Buy
11,765
+1,357
+13% +$102K 0.42% 68
2020
Q3 		$722K Sell
10,408
-952
-8% -$65.7K 0.39% 66
2020
Q2 		$682K Buy
11,360
+7,276
+178% +$436K 0.39% 72
2020
Q1 		$246K Sell
4,084
-1,804
-31% -$113K 0.18% 86
2019
Q4 		$356K Hold
5,888
– – 0.2% 85
2019
Q3 		$343K Hold
5,888
– – 0.22% 81
2019
Q2 		$302K Sell
5,888
-400
-6% -$19.7K 0.19% 91
2019
Q1 		$304K Buy
6,288
+156
+3% +$7.13K 0.21% 92
2018
Q4 		$266K Buy
+6,132
New +$268K 0.22% 93

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hotaling Investment Management's NEE Position: Q4 2022 in Review

Hotaling Investment Management increased its NextEra Energy (NEE) stake by 1.6% in Q4 2022, buying an estimated $82.7K and bringing the position to 65,710 shares worth $5.49M. The position accounts for 2.48% of the portfolio, ranked #7.

Hotaling Investment Management first reported a position in NEE in Q4 2018 and has held it in 17 quarters since. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • Hotaling Investment Management held 65,710 shares of NextEra Energy worth $5.49M as of Q4 2022.
  • Hotaling Investment Management bought 1,024 NextEra Energy shares in Q4 2022, an estimated $82.7K.
  • NextEra Energy made up 2.48% of Hotaling Investment Management's portfolio in Q4 2022, its #7 holding.
  • Hotaling Investment Management first reported a position in NextEra Energy in Q4 2018 and has held it in 17 quarters since.
  • 2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.