New England Asset Management’s NextEra Energy NEE Stock Holding History

New England Asset 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 Q4	–	Sell	-1,109	Closed	-$87K	–	164
2022 Q3	$87K	Hold	1,109	–	–	﹤0.01%	141
2022 Q2	$86K	Buy	+1,109	New	+$84.4K	﹤0.01%	153
2015 Q1	–	Sell	-15,000	Closed	-$399K	–	181
2014 Q4	$399K	Hold	15,000	–	–	0.01%	113
2014 Q3	$352K	Hold	15,000	–	–	0.01%	118
2014 Q2	$384K	Buy	+15,000	New	+$365K	0.01%	119
2013 Q4	–	Sell	-47,000	Closed	-$942K	–	130
2013 Q3	$942K	Buy	47,000 +16,000	+52%	+$330K	0.03%	105
2013 Q2	$632K	Buy	+31,000	New	+$615K	0.02%	107

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

New England Asset Management's NEE Position: Q4 2022 in Review

New England Asset Management sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 1,109 shares — an estimated $87K sold.

New England Asset Management first reported a position in NEE in Q2 2013 and held it in 7 quarters. The position peaked at $942K in Q3 2013. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

New England Asset Management reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
New England Asset Management sold 1,109 NextEra Energy shares in Q4 2022, an estimated $87K.
New England Asset Management first reported a position in NextEra Energy in Q2 2013 and held it in 7 quarters.
New England Asset Management's NextEra Energy position peaked at $942K in Q3 2013.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on New England Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.