Stillwater Capital Advisors’s NextEra Energy NEE Stock Holding History

Stillwater 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 Q4	–	Sell	-2,690	Closed	-$211K	–	71
2022 Q3	$211K	Buy	+2,690	New	+$228K	0.05%	64
2015 Q1	–	Sell	-10,928	Closed	-$290K	–	70
2014 Q4	$290K	Hold	10,928	–	–	0.09%	58
2014 Q3	$256K	Hold	10,928	–	–	0.09%	62
2014 Q2	$280K	Hold	10,928	–	–	0.1%	61
2014 Q1	$261K	Buy	+10,928	New	+$248K	0.09%	61

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

Stillwater Capital Advisors's NEE Position: Q4 2022 in Review

Stillwater Capital Advisors sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 2,690 shares — an estimated $211K sold.

Stillwater Capital Advisors first reported a position in NEE in Q1 2014 and held it in 5 quarters. The position peaked at $290K in Q4 2014. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Stillwater Capital Advisors reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Stillwater Capital Advisors sold 2,690 NextEra Energy shares in Q4 2022, an estimated $211K.
Stillwater Capital Advisors first reported a position in NextEra Energy in Q1 2014 and held it in 5 quarters.
Stillwater Capital Advisors's NextEra Energy position peaked at $290K in Q4 2014.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Stillwater Capital Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.