Inlet Private Wealth’s NextEra Energy NEE Stock Holding History

Inlet Private Wealth’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	–	Sell	-3,169	Closed	-$265K	–	131
2022 Q4	$265K	Hold	3,169	–	–	0.07%	118
2022 Q3	$248K	Hold	3,169	–	–	0.07%	115
2022 Q2	$245K	Hold	3,169	–	–	0.07%	120
2022 Q1	$268K	Hold	3,169	–	–	0.07%	126
2021 Q4	$296K	Hold	3,169	–	–	0.07%	121
2021 Q3	$249K	Hold	3,169	–	–	0.07%	127
2021 Q2	$232K	Hold	3,169	–	–	0.06%	125
2021 Q1	$240K	Sell	3,169 -271	-8%	-$21.1K	0.07%	121
2020 Q4	$265K	Hold	3,440	–	–	0.09%	116
2020 Q3	$239K	Hold	3,440	–	–	0.09%	116
2020 Q2	$207K	Hold	3,440	–	–	0.08%	122
2020 Q1	$207K	Sell	3,440 -268	-7%	-$16.8K	0.1%	121
2019 Q4	$224K	Buy	3,708 +108	+3%	+$6.31K	0.07%	137
2019 Q3	$210K	Buy	+3,600	New	+$195K	0.08%	139

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

Inlet Private Wealth's NEE Position: Q1 2023 in Review

Inlet Private Wealth sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 3,169 shares — an estimated $265K sold.

Inlet Private Wealth first reported a position in NEE in Q3 2019 and held it in 14 quarters. The position peaked at $296K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Inlet Private Wealth reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Inlet Private Wealth sold 3,169 NextEra Energy shares in Q1 2023, an estimated $265K.
Inlet Private Wealth first reported a position in NextEra Energy in Q3 2019 and held it in 14 quarters.
Inlet Private Wealth's NextEra Energy position peaked at $296K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Inlet Private Wealth's 13F filing for Q1 2023, filed 3 May 2023.