RBC Europe’s NextEra Energy NEE Stock Holding History

RBC Europe’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	$3.93M	Buy	50,707 +3,410	+7%	+$260K	0.19%	53
2022 Q1	$4.01M	Buy	47,297 +2,391	+5%	+$192K	0.16%	58
2021 Q4	$4.19M	Buy	44,906 +5,329	+13%	+$461K	0.18%	55
2021 Q3	$3.11M	Buy	39,577 +4,907	+14%	+$396K	0.13%	89
2021 Q2	$2.54M	Buy	34,670 +3,756	+12%	+$282K	0.12%	102
2021 Q1	$2.34M	Buy	30,914 +5,978	+24%	+$467K	0.13%	100
2020 Q4	$1.92M	Buy	24,936 +20,736	+494%	+$1.55M	0.11%	104
2020 Q3	$291K	Buy	4,200 +652	+18%	+$45K	0.02%	213
2020 Q2	$213K	Buy	3,548 +348	+11%	+$20.8K	0.02%	231
2020 Q1	$192K	Hold	3,200	–	–	0.02%	211
2019 Q4	$194K	Hold	3,200	–	–	0.02%	255
2019 Q3	$186K	Hold	3,200	–	–	0.02%	252
2019 Q2	$164K	Sell	3,200 -420	-12%	-$20.7K	0.02%	270
2019 Q1	$175K	Buy	3,620 +420	+13%	+$19.2K	0.02%	254
2018 Q4	$139K	Sell	3,200 -100	-3%	-$4.37K	0.02%	272
2018 Q3	$138K	Hold	3,300	–	–	0.02%	302
2018 Q2	$138K	Hold	3,300	–	–	0.02%	302
2018 Q1	$135K	Hold	3,300	–	–	0.02%	296
2017 Q4	$129K	Hold	3,300	–	–	0.02%	310
2017 Q3	$121K	Buy	+3,300	New	+$121K	0.02%	324

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

RBC Europe's NEE Position: Q2 2022 in Review

RBC Europe increased its NextEra Energy (NEE) stake by 7.2% in Q2 2022, buying an estimated $260K and bringing the position to 50,707 shares worth $3.93M. The position accounts for 0.19% of the portfolio, ranked #53.

RBC Europe first reported a position in NEE in Q3 2017 and has held it in 20 quarters since. The position peaked at $4.19M in Q4 2021. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

RBC Europe held 50,707 shares of NextEra Energy worth $3.93M as of Q2 2022.
RBC Europe bought 3,410 NextEra Energy shares in Q2 2022, an estimated $260K.
NextEra Energy made up 0.19% of RBC Europe's portfolio in Q2 2022, its #53 holding.
RBC Europe first reported a position in NextEra Energy in Q3 2017 and has held it in 20 quarters since.
RBC Europe's NextEra Energy position peaked at $4.19M in Q4 2021.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on RBC Europe's 13F filing for Q2 2022, filed 14 Nov 2022.