LNZ Capital’s NextEra Energy NEE Stock Holding History

LNZ Capital’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
2021 Q4	$17.3M	Sell	185,000 -45,000	-20%	-$3.89M	12.67%	3
2021 Q3	$18.1M	Buy	+230,000	New	+$18.5M	26.04%	1
2021 Q2	–	Sell	-220,000	Closed	-$16.6M	–	19
2021 Q1	$16.6M	Sell	220,000 -85,000	-28%	-$6.63M	13.52%	3
2020 Q4	$23.5M	Buy	305,000 +209,000	+218%	+$15.6M	16.22%	2
2020 Q3	$6.66M	Buy	96,000 +60,000	+167%	+$4.14M	8.5%	4
2020 Q2	$2.16M	Buy	+36,000	New	+$2.15M	1.58%	15
2019 Q4	–	Sell	-140,000	Closed	-$8.15M	–	18
2019 Q3	$8.15M	Buy	+140,000	New	+$7.58M	6.86%	5
2017 Q2	–	Sell	-409,040	Closed	-$13.1M	–	30
2017 Q1	$13.1M	Sell	409,040 -953,852	-70%	-$30M	1.72%	19
2016 Q4	$40.7M	Buy	+1,362,892	New	+$40.7M	5.43%	7
2016 Q3	–	Sell	-2,820,000	Closed	-$91.9M	–	32
2016 Q2	$91.9M	Buy	+2,820,000	New	+$84.7M	14.49%	2
2016 Q1	–	Sell	-2,608,400	Closed	-$67.7M	–	32
2015 Q4	$67.7M	Buy	+2,608,400	New	+$66M	13.04%	1

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNZ Capital's NEE Position: Q4 2021 in Review

LNZ Capital reduced its NextEra Energy (NEE) stake by 20% in Q4 2021, selling an estimated $3.89M and leaving 185,000 shares worth $17.3M. The position accounts for 12.67% of the portfolio, ranked #3.

LNZ Capital first reported a position in NEE in Q4 2015 and has held it in 11 quarters since. The position peaked at $91.9M in Q2 2016. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

LNZ Capital held 185,000 shares of NextEra Energy worth $17.3M as of Q4 2021.
LNZ Capital sold 45,000 NextEra Energy shares in Q4 2021, an estimated $3.89M.
NextEra Energy made up 12.67% of LNZ Capital's portfolio in Q4 2021, its #3 holding.
LNZ Capital first reported a position in NextEra Energy in Q4 2015 and has held it in 11 quarters since.
LNZ Capital's NextEra Energy position peaked at $91.9M in Q2 2016.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on LNZ Capital's 13F filing for Q4 2021, filed 14 Feb 2022.