Old Mission Capital’s NextEra Energy NEE Stock Holding History

Old Mission Capital’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
2023 Q1	–	Sell	-5,439	Closed	-$455K	–	1621
2022 Q4	$455K	Buy	+5,439	New	+$439K	0.01%	773
2021 Q2	–	Sell	-13,270	Closed	-$1M	–	1164
2021 Q1	$1M	Buy	+13,270	New	+$1.04M	0.06%	360
2020 Q2	–	Sell	-9,916	Closed	-$596K	–	591
2020 Q1	$596K	Buy	+9,916	New	+$623K	0.05%	194

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Old Mission Capital's NEE Position: Q1 2023 in Review

Old Mission Capital sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 5,439 shares — an estimated $455K sold.

Old Mission Capital first reported a position in NEE in Q1 2020 and held it in 3 quarters. The position peaked at $1M in Q1 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Old Mission Capital reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Old Mission Capital sold 5,439 NextEra Energy shares in Q1 2023, an estimated $455K.
Old Mission Capital first reported a position in NextEra Energy in Q1 2020 and held it in 3 quarters.
Old Mission Capital's NextEra Energy position peaked at $1M in Q1 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Old Mission Capital's 13F filing for Q1 2023, filed 12 May 2023.