Mariner Independent Advisor Network’s NextEra Energy NEE Stock Holding History

Mariner Independent Advisor Network’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 Q3	$2.37M	Buy	30,272 +1,540	+5%	+$131K	0.1%	204
2022 Q2	$2.27M	Buy	28,732 +5,069	+21%	+$386K	0.1%	218
2022 Q1	$2M	Sell	23,663 -99	-0.4%	-$7.93K	0.08%	257
2021 Q4	$2.19M	Sell	23,762 -347	-1%	-$30K	0.1%	211
2021 Q3	$1.89M	Buy	24,109 +849	+4%	+$68.5K	0.09%	235
2021 Q2	$1.71M	Buy	23,260 +4,547	+24%	+$341K	0.08%	268
2021 Q1	$1.42M	Sell	18,713 -2,161	-10%	-$169K	0.07%	263
2020 Q4	$1.61M	Buy	+20,874	New	+$1.56M	0.09%	234
2018 Q2	–	Sell	-45,604	Closed	-$1.86M	–	261
2018 Q1	$1.86M	Buy	+45,604	New	+$1.76M	0.11%	145

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

Mariner Independent Advisor Network's NEE Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its NextEra Energy (NEE) stake by 5.4% in Q3 2022, buying an estimated $131K and bringing the position to 30,272 shares worth $2.37M. The position accounts for 0.1% of the portfolio, ranked #204.

Mariner Independent Advisor Network first reported a position in NEE in Q1 2018 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Mariner Independent Advisor Network held 30,272 shares of NextEra Energy worth $2.37M as of Q3 2022.
Mariner Independent Advisor Network bought 1,540 NextEra Energy shares in Q3 2022, an estimated $131K.
NextEra Energy made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #204 holding.
Mariner Independent Advisor Network first reported a position in NextEra Energy in Q1 2018 and has held it in 9 quarters since.
2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.