Trellis Advisors’s NextEra Energy NEE Stock Holding History

Trellis 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
2023 Q1	–	Sell	-2,779	Closed	-$232K	–	92
2022 Q4	$232K	Buy	2,779 +110	+4%	+$8.89K	0.12%	77
2022 Q3	$209K	Buy	+2,669	New	+$226K	0.12%	71
2022 Q2	–	Sell	-2,364	Closed	-$200K	–	82
2022 Q1	$200K	Buy	2,364 +16	+0.7%	+$1.28K	0.1%	80
2021 Q4	$220K	Buy	+2,348	New	+$203K	0.1%	78

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trellis Advisors's NEE Position: Q1 2023 in Review

Trellis Advisors sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,779 shares — an estimated $232K sold.

Trellis Advisors first reported a position in NEE in Q4 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Trellis Advisors reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Trellis Advisors sold 2,779 NextEra Energy shares in Q1 2023, an estimated $232K.
Trellis Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 4 quarters.
Trellis Advisors's NextEra Energy position peaked at $232K in Q4 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Trellis Advisors's 13F filing for Q1 2023, filed 12 May 2023.