Private Capital Group’s NextEra Energy NEE Stock Holding History

Private Capital Group’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	$338K	Sell	4,362 -1,514	-26%	-$115K	0.25%	67
2022 Q1	$498K	Sell	5,876 -509	-8%	-$40.8K	0.11%	113
2021 Q4	$596K	Sell	6,385 -211	-3%	-$18.2K	0.13%	106
2021 Q3	$518K	Buy	6,596 +307	+5%	+$24.8K	0.12%	114
2021 Q2	$461K	Buy	6,289 +231	+4%	+$17.3K	0.1%	125
2021 Q1	$458K	Sell	6,058 -4,347	-42%	-$339K	0.11%	118
2020 Q4	$803K	Buy	10,405 +241	+2%	+$18K	0.15%	106
2020 Q3	$705K	Sell	10,164 -3,272	-24%	-$226K	0.15%	108
2020 Q2	$807K	Buy	13,436 +532	+4%	+$31.8K	0.17%	87
2020 Q1	$776K	Buy	12,904 +2,000	+18%	+$126K	0.2%	77
2019 Q4	$660K	Sell	10,904 -2,808	-20%	-$164K	0.14%	95
2019 Q3	$799K	Buy	13,712 +3,364	+33%	+$182K	0.14%	101
2019 Q2	$432K	Sell	10,348 -2,704	-21%	-$133K	0.1%	133
2019 Q1	$631K	Buy	13,052 +1,996	+18%	+$91.3K	0.12%	114
2018 Q4	$480K	Buy	11,056 +140	+1%	+$6.12K	0.1%	131
2018 Q3	$457K	Buy	10,916 +416	+4%	+$17.7K	0.09%	149
2018 Q2	$438K	Buy	10,500 +632	+6%	+$25.5K	0.09%	146
2018 Q1	$403K	Buy	9,868 +9,012	+1,053%	+$348K	0.09%	153
2017 Q4	$430	Buy	+856	New	+$33K	0.1%	136

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Private Capital Group's NEE Position: Q2 2022 in Review

Private Capital Group reduced its NextEra Energy (NEE) stake by 26% in Q2 2022, selling an estimated $115K and leaving 4,362 shares worth $338K. The position accounts for 0.25% of the portfolio, ranked #67.

Private Capital Group first reported a position in NEE in Q4 2017 and has held it in 19 quarters since. The position peaked at $807K in Q2 2020. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Private Capital Group held 4,362 shares of NextEra Energy worth $338K as of Q2 2022.
Private Capital Group sold 1,514 NextEra Energy shares in Q2 2022, an estimated $115K.
NextEra Energy made up 0.25% of Private Capital Group's portfolio in Q2 2022, its #67 holding.
Private Capital Group first reported a position in NextEra Energy in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's NextEra Energy position peaked at $807K in Q2 2020.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.