Mosaic Advisors’s NextEra Energy NEE Stock Holding History

Mosaic 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	-4,908	Closed	-$458K	–	44
2021 Q4	$458K	Buy	4,908 +1,155	+31%	+$99.8K	0.34%	25
2021 Q3	$295K	Sell	3,753 -844	-18%	-$68.1K	0.2%	32
2021 Q2	$337K	Buy	4,597 +387	+9%	+$29K	0.22%	31
2021 Q1	$318K	Buy	4,210 +914	+28%	+$71.3K	0.27%	27
2020 Q4	$254K	Buy	+3,296	New	+$247K	0.23%	28

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

Mosaic Advisors's NEE Position: Q1 2022 in Review

Mosaic Advisors sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 4,908 shares — an estimated $458K sold.

Mosaic Advisors first reported a position in NEE in Q4 2020 and held it in 5 quarters. The position peaked at $458K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Mosaic Advisors reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Mosaic Advisors sold 4,908 NextEra Energy shares in Q1 2022, an estimated $458K.
Mosaic Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 5 quarters.
Mosaic Advisors's NextEra Energy position peaked at $458K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Mosaic Advisors's 13F filing for Q1 2022, filed 13 May 2022.