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Meristem Family Wealth’s NextEra Energy NEE Stock Holding History

Meristem Family Wealth’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 		$1.15M Sell
13,563
-2,760
-17% -$221K 0.12% 92
2021
Q4 		$1.52M Sell
16,323
-108
-0.7% -$9.33K 0.13% 93
2021
Q3 		$1.29M Buy
+16,431
New +$1.33M 0.12% 97

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meristem Family Wealth's NEE Position: Q1 2022 in Review

Meristem Family Wealth reduced its NextEra Energy (NEE) stake by 17% in Q1 2022, selling an estimated $221K and leaving 13,563 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #92.

Meristem Family Wealth first reported a position in NEE in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.52M in Q4 2021. 2,366 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

  • Meristem Family Wealth held 13,563 shares of NextEra Energy worth $1.15M as of Q1 2022.
  • Meristem Family Wealth sold 2,760 NextEra Energy shares in Q1 2022, an estimated $221K.
  • NextEra Energy made up 0.12% of Meristem Family Wealth's portfolio in Q1 2022, its #92 holding.
  • Meristem Family Wealth first reported a position in NextEra Energy in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's NextEra Energy position peaked at $1.52M in Q4 2021.
  • 2,366 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.