Sentinel Trust’s NextEra Energy NEE Stock Holding History

Sentinel Trust’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	-2,277	Closed	-$213K	–	170
2021 Q4	$213K	Buy	+2,277	New	+$197K	0.03%	149
2013 Q3	–	Sell	-19,072	Closed	-$388K	–	201
2013 Q2	$388K	Buy	+19,072	New	+$378K	0.12%	121

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

Sentinel Trust's NEE Position: Q1 2022 in Review

Sentinel Trust sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 2,277 shares — an estimated $213K sold.

Sentinel Trust first reported a position in NEE in Q2 2013 and held it in 2 quarters. The position peaked at $388K in Q2 2013. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Sentinel Trust reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Sentinel Trust sold 2,277 NextEra Energy shares in Q1 2022, an estimated $213K.
Sentinel Trust first reported a position in NextEra Energy in Q2 2013 and held it in 2 quarters.
Sentinel Trust's NextEra Energy position peaked at $388K in Q2 2013.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Sentinel Trust's 13F filing for Q1 2022, filed 4 May 2022.