Swaine & Leidel Wealth Services’s NextEra Energy NEE Stock Holding History

Swaine & Leidel Wealth Services’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	$457K	Buy	+457	New	+$36.6K	0.35%	45
2021 Q1	$457K	Buy	6,038 +1,222	+25%	+$95.4K	0.29%	52
2020 Q4	$372K	Buy	4,816 +548	+13%	+$41K	0.27%	53
2020 Q3	$296K	Hold	4,268	–	–	0.29%	48
2020 Q2	$256K	Sell	4,268 -864	-17%	-$51.7K	0.26%	46
2020 Q1	$309K	Hold	5,132	–	–	0.32%	48
2019 Q4	$311K	Buy	+5,132	New	+$300K	0.26%	48
2019 Q1	–	Sell	-74,804	Closed	-$1.13M	–	59
2018 Q4	$1.13M	Buy	+74,804	New	+$3.27M	1.8%	32

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Swaine & Leidel Wealth Services's NEE Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in NextEra Energy (NEE) in Q1 2022: 457 shares worth $457K. The stake represents 0.35% of the portfolio and ranks #45 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in NEE as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in NEE in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2018. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Swaine & Leidel Wealth Services held 457 shares of NextEra Energy worth $457K as of Q1 2022.
NextEra Energy was a new Swaine & Leidel Wealth Services position in Q1 2022.
NextEra Energy made up 0.35% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #45 holding.
Swaine & Leidel Wealth Services first reported a position in NextEra Energy in Q4 2018 and has held it in 8 quarters since.
Swaine & Leidel Wealth Services's NextEra Energy position peaked at $1.13M in Q4 2018.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.