Intersect Capital’s NextEra Energy NEE Stock Holding History

Intersect 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
2022 Q2	$564K	Buy	7,284 +1,484	+26%	+$113K	0.17%	128
2022 Q1	$491K	Sell	5,800 -440	-7%	-$35.3K	0.09%	198
2021 Q4	$583K	Buy	6,240 +443	+8%	+$38.3K	0.11%	174
2021 Q3	$455K	Buy	5,797 +1,426	+33%	+$115K	0.08%	202
2021 Q2	$320K	Buy	4,371 +998	+30%	+$74.9K	0.06%	252
2021 Q1	$255K	Sell	3,373 -11	-0.3%	-$858	0.05%	272
2020 Q4	$261K	Buy	3,384 +484	+17%	+$36.2K	0.06%	236
2020 Q3	$201K	Buy	+2,900	New	+$200K	0.05%	229
2015 Q2	–	Sell	-1,768	Closed	-$45K	–	268
2015 Q1	$45K	Sell	1,768 -2,408	-58%	-$63.5K	0.03%	193
2014 Q4	$111K	Buy	+4,176	New	+$105K	0.09%	118

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Intersect Capital's NEE Position: Q2 2022 in Review

Intersect Capital increased its NextEra Energy (NEE) stake by 26% in Q2 2022, buying an estimated $113K and bringing the position to 7,284 shares worth $564K. The position accounts for 0.17% of the portfolio, ranked #128.

Intersect Capital first reported a position in NEE in Q4 2014 and has held it in 10 quarters since. The position peaked at $583K in Q4 2021. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Intersect Capital held 7,284 shares of NextEra Energy worth $564K as of Q2 2022.
Intersect Capital bought 1,484 NextEra Energy shares in Q2 2022, an estimated $113K.
NextEra Energy made up 0.17% of Intersect Capital's portfolio in Q2 2022, its #128 holding.
Intersect Capital first reported a position in NextEra Energy in Q4 2014 and has held it in 10 quarters since.
Intersect Capital's NextEra Energy position peaked at $583K in Q4 2021.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.