Northstar Group’s NextEra Energy NEE Stock Holding History

Northstar 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 Q2	–	Sell	-6,183	Closed	-$524K	–	147
2022 Q1	$524K	Sell	6,183 -68	-1%	-$5.45K	0.13%	94
2021 Q4	$584K	Sell	6,251 -4,900	-44%	-$423K	0.14%	92
2021 Q3	$876K	Hold	11,151	–	–	0.23%	74
2021 Q2	$817K	Hold	11,151	–	–	0.21%	75
2021 Q1	$843K	Sell	11,151 -616	-5%	-$48.1K	0.24%	73
2020 Q4	$908K	Sell	11,767 -36,521	-76%	-$2.73M	0.28%	66
2020 Q3	$838K	Buy	+48,288	New	+$3.33M	0.29%	67

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

Northstar Group's NEE Position: Q2 2022 in Review

Northstar Group sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 6,183 shares — an estimated $524K sold.

Northstar Group first reported a position in NEE in Q3 2020 and held it in 7 quarters. The position peaked at $908K in Q4 2020. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Northstar Group reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Northstar Group sold 6,183 NextEra Energy shares in Q2 2022, an estimated $524K.
Northstar Group first reported a position in NextEra Energy in Q3 2020 and held it in 7 quarters.
Northstar Group's NextEra Energy position peaked at $908K in Q4 2020.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Northstar Group's 13F filing for Q2 2022, filed 27 Jul 2022.