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Personal Capital Advisors’s NextEra Energy NEE Stock Holding History

Personal Capital 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
2022
Q4 		$101M Sell
1,207,048
-18,542
-2% -$1.5M 0.49% 40
2022
Q3 		$96.1M Buy
1,225,590
+17,708
+1% +$1.5M 0.52% 34
2022
Q2 		$93.6M Buy
1,207,882
+26,874
+2% +$2.05M 0.49% 35
2022
Q1 		$100M Buy
1,181,008
+42,511
+4% +$3.41M 0.47% 41
2021
Q4 		$106M Buy
1,138,497
+30,114
+3% +$2.6M 0.49% 40
2021
Q3 		$87M Buy
1,108,383
+50,696
+5% +$4.09M 0.44% 44
2021
Q2 		$77.5M Buy
1,057,687
+84,849
+9% +$6.37M 0.4% 51
2021
Q1 		$73.6M Buy
972,838
+54,909
+6% +$4.29M 0.43% 46
2020
Q4 		$70.8M Buy
917,929
+36,645
+4% +$2.74M 0.45% 43
2020
Q3 		$61.2M Buy
881,284
+13,256
+2% +$915K 0.46% 44
2020
Q2 		$52.1M Buy
868,028
+16,076
+2% +$962K 0.43% 51
2020
Q1 		$51.4M Sell
851,952
-51,460
-6% -$3.23M 0.51% 38
2019
Q4 		$54.7M Buy
903,412
+56,900
+7% +$3.32M 0.46% 45
2019
Q3 		$49.3M Sell
846,512
-43,176
-5% -$2.34M 0.47% 40
2019
Q2 		$45.6M Buy
889,688
+38,940
+5% +$1.92M 0.46% 43
2019
Q1 		$41.1M Buy
850,748
+182,236
+27% +$8.33M 0.46% 48
2018
Q4 		$29.1M Buy
668,512
+43,736
+7% +$1.91M 0.39% 64
2018
Q3 		$26.2M Buy
624,776
+52,416
+9% +$2.23M 0.34% 82
2018
Q2 		$23.9M Buy
572,360
+86,984
+18% +$3.51M 0.34% 82
2018
Q1 		$19.8M Buy
485,376
+144,896
+43% +$5.59M 0.31% 84
2017
Q4 		$13.3M Buy
+340,480
New +$13.1M 0.23% 100

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's NEE Position: Q4 2022 in Review

Personal Capital Advisors reduced its NextEra Energy (NEE) stake by 1.5% in Q4 2022, selling an estimated $1.5M and leaving 1,207,048 shares worth $101M. The position accounts for 0.49% of the portfolio, ranked #40.

Personal Capital Advisors first reported a position in NEE in Q4 2017 and has held it in 21 quarters since. The position peaked at $106M in Q4 2021. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • Personal Capital Advisors held 1,207,048 shares of NextEra Energy worth $101M as of Q4 2022.
  • Personal Capital Advisors sold 18,542 NextEra Energy shares in Q4 2022, an estimated $1.5M.
  • NextEra Energy made up 0.49% of Personal Capital Advisors's portfolio in Q4 2022, its #40 holding.
  • Personal Capital Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 21 quarters since.
  • Personal Capital Advisors's NextEra Energy position peaked at $106M in Q4 2021.
  • 2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.