S.C. Financial Services’s NextEra Energy NEE Stock Holding History

S.C. Financial Services’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	$888K	Buy	10,624 +64	+0.6%	+$5.17K	1.37%	18
2022 Q3	$828K	Buy	10,560 +139	+1%	+$11.8K	1.31%	17
2022 Q2	$807K	Hold	10,421	–	–	1.24%	19
2022 Q1	$883K	Buy	10,421 +21	+0.2%	+$1.68K	1.13%	20
2021 Q4	$883K	Buy	+10,400	New	+$899K	1.01%	24

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

S.C. Financial Services's NEE Position: Q4 2022 in Review

S.C. Financial Services increased its NextEra Energy (NEE) stake by 0.61% in Q4 2022, buying an estimated $5.17K and bringing the position to 10,624 shares worth $888K. The position accounts for 1.37% of the portfolio, ranked #18.

S.C. Financial Services first reported a position in NEE in Q4 2021 and has held it in 5 quarters since. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

S.C. Financial Services held 10,624 shares of NextEra Energy worth $888K as of Q4 2022.
S.C. Financial Services bought 64 NextEra Energy shares in Q4 2022, an estimated $5.17K.
NextEra Energy made up 1.37% of S.C. Financial Services's portfolio in Q4 2022, its #18 holding.
S.C. Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 5 quarters since.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.