Investors Financial Group’s NextEra Energy NEE Stock Holding History

Investors Financial 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	-3,294	Closed	-$308K	–	119
2021 Q4	$308K	Sell	3,294 -18	-0.5%	-$1.56K	0.14%	155
2021 Q3	$260K	Sell	3,312 -241	-7%	-$19.4K	0.14%	166
2021 Q2	$260K	Buy	3,553 +98	+3%	+$7.36K	0.14%	170
2021 Q1	$261K	Sell	3,455 -541	-14%	-$42.2K	0.15%	148
2020 Q4	$308K	Buy	3,996 +308	+8%	+$23K	0.2%	125
2020 Q3	$256K	Sell	3,688 -56	-1%	-$3.87K	0.19%	121
2020 Q2	$225K	Hold	3,744	–	–	0.19%	128
2020 Q1	$225K	Buy	3,744 +168	+5%	+$10.6K	0.23%	102
2019 Q4	$216K	Buy	+3,576	New	+$209K	0.18%	119

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

Investors Financial Group's NEE Position: Q1 2022 in Review

Investors Financial Group sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 3,294 shares — an estimated $308K sold.

Investors Financial Group first reported a position in NEE in Q4 2019 and held it in 9 quarters. The position peaked at $308K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Investors Financial Group reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 3,294 NextEra Energy shares in Q1 2022, an estimated $308K.
Investors Financial Group first reported a position in NextEra Energy in Q4 2019 and held it in 9 quarters.
Investors Financial Group's NextEra Energy position peaked at $308K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.