SC&H Financial Advisors’s NextEra Energy NEE Stock Holding History

SC&H Financial 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 Q1	–	Sell	-2,775	Closed	-$259K	–	157
2021 Q4	$259K	Buy	+2,775	New	+$240K	0.14%	129

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

SC&H Financial Advisors's NEE Position: Q1 2022 in Review

SC&H Financial Advisors sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 2,775 shares — an estimated $259K sold.

SC&H Financial Advisors first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $259K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

SC&H Financial Advisors reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
SC&H Financial Advisors sold 2,775 NextEra Energy shares in Q1 2022, an estimated $259K.
SC&H Financial Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
SC&H Financial Advisors's NextEra Energy position peaked at $259K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on SC&H Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.