Perpetual Investment Management’s NextEra Energy NEE Stock Holding History

Perpetual Investment 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	$661K	Hold	7,904	–	–	0.08%	135
2022 Q3	$620K	Hold	7,904	–	–	0.09%	138
2022 Q2	$612K	Hold	7,904	–	–	0.09%	140
2022 Q1	$670K	Hold	7,904	–	–	0.08%	147
2021 Q4	$738K	Hold	7,904	–	–	0.08%	148
2021 Q3	$621K	Hold	7,904	–	–	0.08%	149
2021 Q2	$579K	Buy	7,904 +1,500	+23%	+$113K	0.08%	147
2021 Q1	$483K	Hold	6,404	–	–	0.08%	131
2020 Q4	$486K	Buy	+6,404	New	+$479K	0.07%	147

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Perpetual Investment Management's NEE Position: Q4 2022 in Review

Perpetual Investment Management held its NextEra Energy (NEE) position steady in Q4 2022 at 7,904 shares worth $661K. The position accounts for 0.08% of the portfolio, ranked #135.

Perpetual Investment Management first reported a position in NEE in Q4 2020 and has held it in 9 quarters since. The position peaked at $738K in Q4 2021. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Perpetual Investment Management held 7,904 shares of NextEra Energy worth $661K as of Q4 2022.
Perpetual Investment Management left its NextEra Energy share count unchanged in Q4 2022.
NextEra Energy made up 0.08% of Perpetual Investment Management's portfolio in Q4 2022, its #135 holding.
Perpetual Investment Management first reported a position in NextEra Energy in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's NextEra Energy position peaked at $738K in Q4 2021.
2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.