TNF’s NextEra Energy NEE Stock Holding History

TNF’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	-2,649	Closed	-$203K	–	109
2022 Q3	$203K	Buy	2,649 +2	+0.1%	+$170	0.1%	95
2022 Q2	$212K	Sell	2,647 -1,382	-34%	-$105K	0.1%	106
2022 Q1	$298K	Buy	4,029 +9	+0.2%	+$721	0.13%	93
2021 Q4	$334K	Buy	4,020 +7	+0.2%	+$605	0.14%	97
2021 Q3	$358K	Buy	+4,013	New	+$324K	0.15%	86

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

TNF's NEE Position: Q4 2022 in Review

TNF sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 2,649 shares — an estimated $203K sold.

TNF first reported a position in NEE in Q3 2021 and held it in 5 quarters. The position peaked at $358K in Q3 2021. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

TNF reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
TNF sold 2,649 NextEra Energy shares in Q4 2022, an estimated $203K.
TNF first reported a position in NextEra Energy in Q3 2021 and held it in 5 quarters.
TNF's NextEra Energy position peaked at $358K in Q3 2021.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on TNF's 13F filing for Q4 2022, filed 7 Feb 2023.