NTB Financial’s NextEra Energy NEE Stock Holding History

NTB Financial’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	$256K	Hold	3,308	–	–	0.21%	115
2022 Q1	$280K	Hold	3,308	–	–	0.2%	117
2021 Q4	$309K	Buy	+3,308	New	+$286K	0.22%	108

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NTB Financial's NEE Position: Q2 2022 in Review

NTB Financial held its NextEra Energy (NEE) position steady in Q2 2022 at 3,308 shares worth $256K. The position accounts for 0.21% of the portfolio, ranked #115.

NTB Financial first reported a position in NEE in Q4 2021 and has held it in 3 quarters since. The position peaked at $309K in Q4 2021. 2,313 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

NTB Financial held 3,308 shares of NextEra Energy worth $256K as of Q2 2022.
NTB Financial left its NextEra Energy share count unchanged in Q2 2022.
NextEra Energy made up 0.21% of NTB Financial's portfolio in Q2 2022, its #115 holding.
NTB Financial first reported a position in NextEra Energy in Q4 2021 and has held it in 3 quarters since.
NTB Financial's NextEra Energy position peaked at $309K in Q4 2021.
2,313 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on NTB Financial's 13F filing for Q2 2022, filed 9 Aug 2022.