Iron Gate Global Advisors’s NextEra Energy NEE Stock Holding History

Iron Gate Global 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
2023 Q1	–	Sell	-2,401	Closed	-$201K	–	99
2022 Q4	$201K	Buy	+2,401	New	+$194K	0.05%	81
2022 Q2	–	Sell	-2,513	Closed	-$212K	–	102
2022 Q1	$212K	Buy	2,513 +5	+0.2%	+$401	0.05%	97
2021 Q4	$227K	Sell	2,508 -200	-7%	-$17.3K	0.05%	102
2021 Q3	$212K	Sell	2,708 -52	-2%	-$4.19K	0.06%	102
2021 Q2	$202K	Sell	2,760 -19	-0.7%	-$1.43K	0.06%	103
2021 Q1	$210K	Sell	2,779 -7,935	-74%	-$619K	0.07%	92
2020 Q4	$826K	Buy	10,714 +842	+9%	+$63K	0.3%	34
2020 Q3	$685K	Sell	9,872 -1,404	-12%	-$96.9K	0.29%	40
2020 Q2	$771K	Buy	+11,276	New	+$675K	0.37%	38
2018 Q4	–	Sell	-1,984	Closed	-$83K	–	169
2018 Q3	$83K	Buy	1,984 +1,604	+422%	+$68.3K	0.05%	96
2018 Q2	$16K	Buy	+380	New	+$15.3K	0.01%	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

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

Iron Gate Global Advisors's NEE Position: Q1 2023 in Review

Iron Gate Global Advisors sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,401 shares — an estimated $201K sold.

Iron Gate Global Advisors first reported a position in NEE in Q2 2018 and held it in 11 quarters. The position peaked at $826K in Q4 2020. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Iron Gate Global Advisors reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Iron Gate Global Advisors sold 2,401 NextEra Energy shares in Q1 2023, an estimated $201K.
Iron Gate Global Advisors first reported a position in NextEra Energy in Q2 2018 and held it in 11 quarters.
Iron Gate Global Advisors's NextEra Energy position peaked at $826K in Q4 2020.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Iron Gate Global Advisors's 13F filing for Q1 2023, filed 15 May 2023.