Salem Capital Management’s NextEra Energy NEE Stock Holding History

Salem Capital 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 Q3	$314K	Hold	4,000	–	–	0.25%	48
2022 Q2	$310K	Sell	4,000 -989	-20%	-$75.3K	0.23%	49
2022 Q1	$423K	Hold	4,989	–	–	0.24%	53
2021 Q4	$466K	Hold	4,989	–	–	0.24%	54
2021 Q3	$392K	Hold	4,989	–	–	0.21%	57
2021 Q2	$366K	Hold	4,989	–	–	0.2%	59
2021 Q1	$377K	Hold	4,989	–	–	0.22%	58
2020 Q4	$385K	Buy	4,989 +1	+0%	+$75	0.24%	52
2020 Q3	$346K	Hold	4,988	–	–	0.25%	52
2020 Q2	$300K	Hold	4,988	–	–	0.21%	56
2020 Q1	$300K	Hold	4,988	–	–	0.25%	55
2019 Q4	$302K	Hold	4,988	–	–	0.16%	60
2019 Q3	$291K	Hold	4,988	–	–	0.17%	62
2019 Q2	$256K	Hold	4,988	–	–	0.14%	65
2019 Q1	$241K	Hold	4,988	–	–	0.13%	65
2018 Q4	$217K	Hold	4,988	–	–	0.14%	62
2018 Q3	$209K	Buy	+4,988	New	+$212K	0.11%	69

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

Salem Capital Management's NEE Position: Q3 2022 in Review

Salem Capital Management held its NextEra Energy (NEE) position steady in Q3 2022 at 4,000 shares worth $314K. The position accounts for 0.25% of the portfolio, ranked #48.

Salem Capital Management first reported a position in NEE in Q3 2018 and has held it in 17 quarters since. The position peaked at $466K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Salem Capital Management held 4,000 shares of NextEra Energy worth $314K as of Q3 2022.
Salem Capital Management left its NextEra Energy share count unchanged in Q3 2022.
NextEra Energy made up 0.25% of Salem Capital Management's portfolio in Q3 2022, its #48 holding.
Salem Capital Management first reported a position in NextEra Energy in Q3 2018 and has held it in 17 quarters since.
Salem Capital Management's NextEra Energy position peaked at $466K in Q4 2021.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Salem Capital Management's 13F filing for Q3 2022, filed 29 Nov 2022.