IndexIQ Advisors’s NextEra Energy NEE Stock Holding History

IndexIQ 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 Q1	$3.22M	Buy	37,987 +1,185	+3%	+$95K	0.11%	195
2021 Q4	$3.44M	Buy	36,802 +2,807	+8%	+$243K	0.11%	161
2021 Q3	$2.67M	Buy	33,995 +1,658	+5%	+$134K	0.09%	202
2021 Q2	$2.37M	Buy	32,337 +989	+3%	+$74.2K	0.08%	211
2021 Q1	$2.37M	Buy	31,348 +3,953	+14%	+$309K	0.08%	207
2020 Q4	$2.11M	Buy	27,395 +12,815	+88%	+$959K	0.08%	181
2020 Q3	$1.01M	Buy	14,580 +8,784	+152%	+$606K	0.04%	207
2020 Q2	$348K	Buy	5,796 +5,120	+757%	+$306K	0.02%	300
2020 Q1	$41K	Hold	676	–	–	﹤0.01%	764
2019 Q4	$41K	Buy	+676	New	+$39.5K	﹤0.01%	560

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IndexIQ Advisors's NEE Position: Q1 2022 in Review

IndexIQ Advisors increased its NextEra Energy (NEE) stake by 3.2% in Q1 2022, buying an estimated $95K and bringing the position to 37,987 shares worth $3.22M. The position accounts for 0.11% of the portfolio, ranked #195.

IndexIQ Advisors first reported a position in NEE in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.44M in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

IndexIQ Advisors held 37,987 shares of NextEra Energy worth $3.22M as of Q1 2022.
IndexIQ Advisors bought 1,185 NextEra Energy shares in Q1 2022, an estimated $95K.
NextEra Energy made up 0.11% of IndexIQ Advisors's portfolio in Q1 2022, its #195 holding.
IndexIQ Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's NextEra Energy position peaked at $3.44M in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.