Salient Capital Advisors’s NextEra Energy NEE Stock Holding History

Salient 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	–	Sell	-5,311	Closed	-$416K	–	18
2022 Q3	$416K	Buy	+5,311	New	+$451K	0.02%	36
2021 Q3	–	Sell	-18,999	Closed	-$1.39M	–	65
2021 Q2	$1.39M	Buy	18,999 +969	+5%	+$72.7K	0.06%	51
2021 Q1	$1.36M	Buy	+18,030	New	+$1.41M	0.07%	52
2020 Q4	–	Sell	-85,336	Closed	-$5.92M	–	82
2020 Q3	$5.92M	Buy	+85,336	New	+$5.89M	0.38%	30
2020 Q2	–	Sell	-246,824	Closed	-$14.8M	–	66
2020 Q1	$14.8M	Buy	+246,824	New	+$15.5M	0.92%	17
2016 Q4	–	Sell	-21,620	Closed	-$661K	–	251
2016 Q3	$661K	Buy	21,620 +1,020	+5%	+$32.1K	0.01%	141
2016 Q2	$672K	Hold	20,600	–	–	0.02%	145
2016 Q1	$609K	Hold	20,600	–	–	0.02%	154
2015 Q4	$535K	Hold	20,600	–	–	0.01%	168
2015 Q3	$502K	Sell	20,600 -20,000	-49%	-$509K	0.01%	164
2015 Q2	$995K	Buy	+40,600	New	+$1.03M	0.02%	144

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

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

Salient Capital Advisors sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 5,311 shares — an estimated $416K sold.

Salient Capital Advisors first reported a position in NEE in Q2 2015 and held it in 11 quarters. The position peaked at $14.8M in Q1 2020. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Salient Capital Advisors reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Salient Capital Advisors sold 5,311 NextEra Energy shares in Q4 2022, an estimated $416K.
Salient Capital Advisors first reported a position in NextEra Energy in Q2 2015 and held it in 11 quarters.
Salient Capital Advisors's NextEra Energy position peaked at $14.8M in Q1 2020.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Salient Capital Advisors's 13F filing for Q4 2022.