Schroders’s NextEra Energy NEE Stock Holding History

Schroders’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	–	Sell	-5,987	Closed	-$463K	–	51
2022 Q2	$463K	Sell	5,987 -3,423	-36%	-$261K	0.13%	20
2022 Q1	$797K	Buy	+9,410	New	+$754K	0.18%	23

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Schroders's NEE Position: Q3 2022 in Review

Schroders sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 5,987 shares — an estimated $463K sold.

Schroders first reported a position in NEE in Q1 2022 and held it in 2 quarters. The position peaked at $797K in Q1 2022. 2,345 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Schroders reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Schroders sold 5,987 NextEra Energy shares in Q3 2022, an estimated $463K.
Schroders first reported a position in NextEra Energy in Q1 2022 and held it in 2 quarters.
Schroders's NextEra Energy position peaked at $797K in Q1 2022.
2,345 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Schroders's 13F filing for Q3 2022, filed 24 Oct 2022.