Islay Capital Management’s NextEra Energy NEE Stock Holding History

Islay Capital Management’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	-156	Closed	-$15K	–	296
2021 Q4	$15K	Hold	156	–	–	0.01%	227
2021 Q3	$12K	Hold	156	–	–	0.01%	246
2021 Q2	$11K	Hold	156	–	–	0.01%	248
2021 Q1	$12K	Hold	156	–	–	0.01%	228
2020 Q4	$12K	Hold	156	–	–	0.01%	230
2020 Q3	$11K	Buy	+156	New	+$10.8K	0.01%	231

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

Islay Capital Management's NEE Position: Q1 2022 in Review

Islay Capital Management sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 156 shares — an estimated $15K sold.

Islay Capital Management first reported a position in NEE in Q3 2020 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Islay Capital Management reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Islay Capital Management sold 156 NextEra Energy shares in Q1 2022, an estimated $15K.
Islay Capital Management first reported a position in NextEra Energy in Q3 2020 and held it in 6 quarters.
Islay Capital Management's NextEra Energy position peaked at $15K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Islay Capital Management's 13F filing for Q1 2022, filed 28 Apr 2022.