Latitude Advisors’s NextEra Energy NEE Stock Holding History

Latitude 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
2022 Q2	–	Sell	-3,757	Closed	-$318K	–	255
2022 Q1	$318K	Buy	3,757 +1,152	+44%	+$92.3K	0.07%	249
2021 Q4	$243K	Buy	2,605 +4	+0.2%	+$346	0.07%	255
2021 Q3	$204K	Buy	+2,601	New	+$210K	0.06%	274

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

Latitude Advisors's NEE Position: Q2 2022 in Review

Latitude Advisors sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 3,757 shares — an estimated $318K sold.

Latitude Advisors first reported a position in NEE in Q3 2021 and held it in 3 quarters. The position peaked at $318K in Q1 2022. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Latitude Advisors reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 3,757 NextEra Energy shares in Q2 2022, an estimated $318K.
Latitude Advisors first reported a position in NextEra Energy in Q3 2021 and held it in 3 quarters.
Latitude Advisors's NextEra Energy position peaked at $318K in Q1 2022.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.