Seeyond’s NextEra Energy NEE Stock Holding History

Seeyond’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	$1.63M	Sell	19,512 -18,084	-48%	-$1.46M	0.16%	190
2022 Q3	$2.95M	Sell	37,596 -782	-2%	-$66.3K	0.36%	68
2022 Q2	$2.97M	Buy	38,378 +148	+0.4%	+$11.3K	0.34%	69
2022 Q1	$3.24M	Sell	38,230 -623	-2%	-$49.9K	0.32%	67
2021 Q4	$3.63M	Sell	38,853 -4,149	-10%	-$359K	0.34%	61
2021 Q3	$3.38M	Sell	43,002 -35,577	-45%	-$2.87M	0.33%	58
2021 Q2	$5.76M	Sell	78,579 -11,600	-13%	-$871K	0.54%	31
2021 Q1	$6.82M	Buy	90,179 +9,687	+12%	+$756K	0.68%	20
2020 Q4	$6.21M	Sell	80,492 -2,772	-3%	-$207K	0.64%	23
2020 Q3	$5.78M	Buy	83,264 +2,284	+3%	+$158K	0.63%	25
2020 Q2	$4.86M	Sell	80,980 -59,436	-42%	-$3.56M	0.55%	28
2020 Q1	$1.78M	Sell	140,416 -44,556	-24%	-$2.8M	0.25%	101
2019 Q4	$11.2M	Sell	184,972 -8,892	-5%	-$519K	1.17%	2
2019 Q3	$11.3M	Sell	193,864 -2,384	-1%	-$129K	1.17%	2
2019 Q2	$10.1M	Sell	196,248 -14,536	-7%	-$715K	1.04%	3
2019 Q1	$10.2M	Buy	210,784 +64,412	+44%	+$2.95M	0.97%	4
2018 Q4	$6.36M	Buy	+146,372	New	+$6.4M	0.88%	9

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

Seeyond's NEE Position: Q4 2022 in Review

Seeyond reduced its NextEra Energy (NEE) stake by 48% in Q4 2022, selling an estimated $1.46M and leaving 19,512 shares worth $1.63M. The position accounts for 0.16% of the portfolio, ranked #190.

Seeyond first reported a position in NEE in Q4 2018 and has held it in 17 quarters since. The position peaked at $11.3M in Q3 2019. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Seeyond held 19,512 shares of NextEra Energy worth $1.63M as of Q4 2022.
Seeyond sold 18,084 NextEra Energy shares in Q4 2022, an estimated $1.46M.
NextEra Energy made up 0.16% of Seeyond's portfolio in Q4 2022, its #190 holding.
Seeyond first reported a position in NextEra Energy in Q4 2018 and has held it in 17 quarters since.
Seeyond's NextEra Energy position peaked at $11.3M in Q3 2019.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.