Spearhead Capital Advisors’s NextEra Energy NEE Stock Holding History

Spearhead Capital 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 Q3	–	Sell	-3,018	Closed	-$234K	–	138
2022 Q2	$234K	Sell	3,018 -146	-5%	-$11.1K	0.03%	153
2022 Q1	$268K	Sell	3,164 -88	-3%	-$7.05K	0.03%	154
2021 Q4	$304K	Sell	3,252 -69	-2%	-$5.96K	0.04%	145
2021 Q3	$261K	Sell	3,321 -350	-10%	-$28.2K	0.03%	167
2021 Q2	$269K	Buy	3,671 +5	+0.1%	+$375	0.04%	184
2021 Q1	$277K	Buy	3,666 +242	+7%	+$18.9K	0.04%	172
2020 Q4	$264K	Buy	3,424 +184	+6%	+$13.8K	0.04%	150
2020 Q3	$225K	Sell	3,240 -392	-11%	-$27.1K	0.04%	170
2020 Q2	$218K	Buy	+3,632	New	+$217K	0.05%	148
2020 Q1	–	Sell	-4,220	Closed	-$255K	–	126
2019 Q4	$255K	Buy	+4,220	New	+$246K	0.06%	83

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Spearhead Capital Advisors's NEE Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 3,018 shares — an estimated $234K sold.

Spearhead Capital Advisors first reported a position in NEE in Q4 2019 and held it in 10 quarters. The position peaked at $304K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Spearhead Capital Advisors reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 3,018 NextEra Energy shares in Q3 2022, an estimated $234K.
Spearhead Capital Advisors first reported a position in NextEra Energy in Q4 2019 and held it in 10 quarters.
Spearhead Capital Advisors's NextEra Energy position peaked at $304K in Q4 2021.
2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.