Investmark Advisory Group’s NextEra Energy NEE Stock Holding History

Investmark Advisory Group’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	–	Sell	-902	Closed	-$84K	–	274
2021 Q4	$84K	Buy	+902	New	+$78K	0.08%	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

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

Investmark Advisory Group's NEE Position: Q1 2022 in Review

Investmark Advisory Group sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 902 shares — an estimated $84K sold.

Investmark Advisory Group first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $84K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Investmark Advisory Group reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 902 NextEra Energy shares in Q1 2022, an estimated $84K.
Investmark Advisory Group first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's NextEra Energy position peaked at $84K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.