Matrix Private Capital Group’s NextEra Energy NEE Stock Holding History

Matrix Private Capital Group’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	–	Sell	-4,359	Closed	-$338K	–	226
2022 Q2	$338K	Sell	4,359 -327	-7%	-$24.9K	0.19%	102
2022 Q1	$397K	Sell	4,686 -1,742	-27%	-$140K	0.19%	99
2021 Q4	$600K	Sell	6,428 -109	-2%	-$9.42K	0.28%	76
2021 Q3	$513K	Buy	6,537 +224	+4%	+$18.1K	0.27%	82
2021 Q2	$463K	Sell	6,313 -197	-3%	-$14.8K	0.25%	86
2021 Q1	$492K	Sell	6,510 -2	-0%	-$156	0.3%	82
2020 Q4	$502K	Buy	6,512 +404	+7%	+$30.2K	0.36%	74
2020 Q3	$424K	Buy	6,108 +44	+0.7%	+$3.04K	0.43%	67
2020 Q2	$364K	Sell	6,064 -192	-3%	-$11.5K	0.4%	75
2020 Q1	$376K	Sell	6,256 -628	-9%	-$39.5K	0.53%	55
2019 Q4	$417K	Buy	+6,884	New	+$402K	0.44%	70

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

Matrix Private Capital Group's NEE Position: Q3 2022 in Review

Matrix Private Capital Group sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 4,359 shares — an estimated $338K sold.

Matrix Private Capital Group first reported a position in NEE in Q4 2019 and held it in 11 quarters. The position peaked at $600K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Matrix Private Capital Group reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Matrix Private Capital Group sold 4,359 NextEra Energy shares in Q3 2022, an estimated $338K.
Matrix Private Capital Group first reported a position in NextEra Energy in Q4 2019 and held it in 11 quarters.
Matrix Private Capital Group's NextEra Energy position peaked at $600K in Q4 2021.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.