Long Run Wealth Advisors’s NextEra Energy NEE Stock Holding History

Long Run Wealth 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 Q1	–	Sell	-3,167	Closed	-$296K	–	99
2021 Q4	$296K	Buy	+3,167	New	+$274K	0.1%	86

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

Long Run Wealth Advisors's NEE Position: Q1 2022 in Review

Long Run Wealth Advisors sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 3,167 shares — an estimated $296K sold.

Long Run Wealth Advisors first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $296K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Long Run Wealth Advisors reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Long Run Wealth Advisors sold 3,167 NextEra Energy shares in Q1 2022, an estimated $296K.
Long Run Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
Long Run Wealth Advisors's NextEra Energy position peaked at $296K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Long Run Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.