Minot Wealth Management’s NextEra Energy NEE Stock Holding History

Minot Wealth Management’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 Q2	$3.03M	Sell	39,166 -14,383	-27%	-$1.1M	0.78%	39
2022 Q1	$4.54M	Buy	53,549 +283	+0.5%	+$22.7K	0.98%	26
2021 Q4	$4.97M	Buy	53,266 +972	+2%	+$84K	0.96%	31
2021 Q3	$4.11M	Buy	52,294 +1,916	+4%	+$155K	0.89%	33
2021 Q2	$3.77M	Buy	50,378 +3,165	+7%	+$238K	0.82%	38
2021 Q1	$3.57M	Buy	47,213 +4,353	+10%	+$340K	0.91%	36
2020 Q4	$3.31M	Buy	42,860 +5,556	+15%	+$416K	0.99%	40
2020 Q3	$2.59M	Buy	37,304 +6,260	+20%	+$432K	0.98%	44
2020 Q2	$1.86M	Buy	31,044 +1,436	+5%	+$86K	0.93%	45
2020 Q1	$1.78M	Sell	29,608 -2,576	-8%	-$162K	1.28%	26
2019 Q4	$2.09M	Buy	+32,184	New	+$1.88M	0.95%	35

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

Minot Wealth Management's NEE Position: Q2 2022 in Review

Minot Wealth Management reduced its NextEra Energy (NEE) stake by 27% in Q2 2022, selling an estimated $1.1M and leaving 39,166 shares worth $3.03M. The position accounts for 0.78% of the portfolio, ranked #39.

Minot Wealth Management first reported a position in NEE in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.97M in Q4 2021. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Minot Wealth Management held 39,166 shares of NextEra Energy worth $3.03M as of Q2 2022.
Minot Wealth Management sold 14,383 NextEra Energy shares in Q2 2022, an estimated $1.1M.
NextEra Energy made up 0.78% of Minot Wealth Management's portfolio in Q2 2022, its #39 holding.
Minot Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's NextEra Energy position peaked at $4.97M in Q4 2021.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.