Swarthmore Group’s NextEra Energy NEE Stock Holding History

Swarthmore Group’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 Q2	$233K	Sell	3,002 -41,685	-93%	-$3.17M	0.09%	41
2022 Q1	$3.79M	Sell	44,687 -33,671	-43%	-$2.7M	0.97%	43
2021 Q4	$7.32M	Buy	78,358 +7,612	+11%	+$658K	1.74%	20
2021 Q3	$5.18M	Hold	70,746	–	–	1.34%	31
2021 Q2	$5.18M	Buy	+70,746	New	+$5.31M	1.34%	31

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

Swarthmore Group's NEE Position: Q2 2022 in Review

Swarthmore Group reduced its NextEra Energy (NEE) stake by 93% in Q2 2022, selling an estimated $3.17M and leaving 3,002 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #41.

Swarthmore Group first reported a position in NEE in Q2 2021 and has held it in 5 quarters since. The position peaked at $7.32M in Q4 2021. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Swarthmore Group held 3,002 shares of NextEra Energy worth $233K as of Q2 2022.
Swarthmore Group sold 41,685 NextEra Energy shares in Q2 2022, an estimated $3.17M.
NextEra Energy made up 0.09% of Swarthmore Group's portfolio in Q2 2022, its #41 holding.
Swarthmore Group first reported a position in NextEra Energy in Q2 2021 and has held it in 5 quarters since.
Swarthmore Group's NextEra Energy position peaked at $7.32M in Q4 2021.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.