Siena Capital’s NextEra Energy NEE Stock Holding History

Siena Capital’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	-25,708	Closed	-$2.4M	–	309
2021 Q4	$2.4M	Buy	+25,708	New	+$2.22M	1.38%	21

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

Siena Capital's NEE Position: Q1 2022 in Review

Siena Capital sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 25,708 shares — an estimated $2.4M sold.

Siena Capital first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $2.4M in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Siena Capital reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Siena Capital sold 25,708 NextEra Energy shares in Q1 2022, an estimated $2.4M.
Siena Capital first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
Siena Capital's NextEra Energy position peaked at $2.4M in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Siena Capital's 13F filing for Q1 2022, filed 16 May 2022.