Sterling Investment Advisors (Pennsylvania)’s NextEra Energy NEE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-644	Closed	-$50K	–	358
2022 Q2	$50K	Hold	644	–	–	0.02%	224
2022 Q1	$55K	Hold	644	–	–	0.02%	241
2021 Q4	$60K	Hold	644	–	–	0.02%	237
2021 Q3	$51K	Sell	644 -26	-4%	-$2.1K	0.02%	243
2021 Q2	$49K	Buy	670 +6	+0.9%	+$450	0.01%	257
2021 Q1	$50K	Buy	664 +20	+3%	+$1.56K	0.02%	237
2020 Q4	$50K	Hold	644	–	–	0.02%	224
2020 Q3	$45K	Sell	644 -200	-24%	-$13.8K	0.02%	221
2020 Q2	$50K	Hold	844	–	–	0.02%	212
2020 Q1	$50K	Hold	844	–	–	0.03%	190
2019 Q4	$51K	Sell	844 -64	-7%	-$3.74K	0.02%	204
2019 Q3	$53K	Hold	908	–	–	0.03%	201
2019 Q2	$47K	Hold	908	–	–	0.02%	211
2019 Q1	$44K	Hold	908	–	–	0.02%	220
2018 Q4	$39K	Sell	908 -264	-23%	-$11.5K	0.02%	221
2018 Q3	$49K	Buy	1,172 +264	+29%	+$11.2K	0.03%	226
2018 Q2	$37K	Buy	908 +264	+41%	+$10.7K	0.02%	234
2018 Q1	$26K	Hold	644	–	–	0.02%	261
2017 Q4	$25K	Hold	644	–	–	0.02%	245
2017 Q3	$24K	Sell	644 -140	-18%	-$5.13K	0.02%	242
2017 Q2	$27K	Buy	784 +140	+22%	+$4.79K	0.02%	231
2017 Q1	$21K	Hold	644	–	–	0.02%	244
2016 Q4	$19K	Buy	+644	New	+$19.2K	0.02%	223

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

Sterling Investment Advisors (Pennsylvania)'s NEE Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 644 shares — an estimated $50K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NEE in Q4 2016 and held it in 23 quarters. The position peaked at $60K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 644 NextEra Energy shares in Q3 2022, an estimated $50K.
Sterling Investment Advisors (Pennsylvania) first reported a position in NextEra Energy in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s NextEra Energy position peaked at $60K in Q4 2021.
2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.