TRH Financial’s NextEra Energy NEE Stock Holding History

TRH Financial’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	$7.14M	Buy	92,238 +14,598	+19%	+$1.11M	2.4%	20
2022 Q1	$6.58M	Buy	+77,640	New	+$6.22M	1.93%	29

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

TRH Financial's NEE Position: Q2 2022 in Review

TRH Financial increased its NextEra Energy (NEE) stake by 19% in Q2 2022, buying an estimated $1.11M and bringing the position to 92,238 shares worth $7.14M. The position accounts for 2.4% of the portfolio, ranked #20.

TRH Financial first reported a position in NEE in Q1 2022 and has held it in 2 quarters since. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

TRH Financial held 92,238 shares of NextEra Energy worth $7.14M as of Q2 2022.
TRH Financial bought 14,598 NextEra Energy shares in Q2 2022, an estimated $1.11M.
NextEra Energy made up 2.4% of TRH Financial's portfolio in Q2 2022, its #20 holding.
TRH Financial first reported a position in NextEra Energy in Q1 2022 and has held it in 2 quarters since.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on TRH Financial's 13F filing for Q2 2022, filed 26 Jul 2022.