Perennial Advisors’s NextEra Energy NEE Stock Holding History

Perennial 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
2023 Q2	–	Sell	-3,112	Closed	-$240K	–	124
2023 Q1	$240K	Buy	+3,112	New	+$239K	0.07%	94
2021 Q3	–	Sell	-190	Closed	-$14K	–	205
2021 Q2	$14K	Hold	190	–	–	﹤0.01%	231
2021 Q1	$14K	Sell	190 -5	-3%	-$390	﹤0.01%	222
2020 Q4	$15K	Buy	+195	New	+$14.6K	0.01%	187
2018 Q2	–	Sell	-120	Closed	-$5K	–	219
2018 Q1	$5K	Hold	120	–	–	﹤0.01%	178
2017 Q4	$5K	Hold	120	–	–	﹤0.01%	185
2017 Q3	$4K	Sell	120 -252	-68%	-$9.23K	﹤0.01%	182
2017 Q2	$13K	Buy	372 +252	+210%	+$8.61K	0.01%	148
2017 Q1	$4K	Hold	120	–	–	﹤0.01%	166
2016 Q4	$4K	Buy	+120	New	+$3.59K	﹤0.01%	184

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perennial Advisors's NEE Position: Q2 2023 in Review

Perennial Advisors sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 3,112 shares — an estimated $240K sold.

Perennial Advisors first reported a position in NEE in Q4 2016 and held it in 10 quarters. The position peaked at $240K in Q1 2023. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Perennial Advisors reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Perennial Advisors sold 3,112 NextEra Energy shares in Q2 2023, an estimated $240K.
Perennial Advisors first reported a position in NextEra Energy in Q4 2016 and held it in 10 quarters.
Perennial Advisors's NextEra Energy position peaked at $240K in Q1 2023.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Perennial Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.