Lipe & Dalton’s NextEra Energy NEE Stock Holding History

Lipe & Dalton’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	-106	Closed	-$10K	–	109
2021 Q4	$10K	Buy	+106	New	+$9.16K	﹤0.01%	108
2018 Q2	–	Sell	-700	Closed	-$29K	–	74
2018 Q1	$29K	Hold	700	–	–	0.02%	79
2017 Q4	$27K	Hold	700	–	–	0.02%	77
2017 Q3	$26K	Hold	700	–	–	0.02%	77
2017 Q2	$25K	Hold	700	–	–	0.02%	81
2017 Q1	$22K	Hold	700	–	–	0.02%	78
2016 Q4	$21K	Buy	+700	New	+$20.9K	0.01%	73
2016 Q3	–	Sell	-700	Closed	-$23K	–	87
2016 Q2	$23K	Buy	+700	New	+$21K	0.02%	106

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

Lipe & Dalton's NEE Position: Q1 2022 in Review

Lipe & Dalton sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 106 shares — an estimated $10K sold.

Lipe & Dalton first reported a position in NEE in Q2 2016 and held it in 8 quarters. The position peaked at $29K in Q1 2018. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Lipe & Dalton reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Lipe & Dalton sold 106 NextEra Energy shares in Q1 2022, an estimated $10K.
Lipe & Dalton first reported a position in NextEra Energy in Q2 2016 and held it in 8 quarters.
Lipe & Dalton's NextEra Energy position peaked at $29K in Q1 2018.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Lipe & Dalton's 13F filing for Q1 2022, filed 26 Apr 2022.