TrustCore Financial Services’s NextEra Energy NEE Stock Holding History

TrustCore Financial 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 Q4	$310K	Sell	3,713 -175	-5%	-$14.1K	0.03%	218
2022 Q3	$305K	Sell	3,888 -1,159	-23%	-$98.3K	0.03%	214
2022 Q2	$391K	Buy	5,047 +149	+3%	+$11.3K	0.04%	184
2022 Q1	$415K	Hold	4,898	–	–	0.04%	193
2021 Q4	$457K	Hold	4,898	–	–	0.05%	170
2021 Q3	$385K	Buy	4,898 +1,269	+35%	+$102K	0.04%	201
2021 Q2	$266K	Buy	3,629 +233	+7%	+$17.5K	0.03%	241
2021 Q1	$257K	Sell	3,396 -56	-2%	-$4.37K	0.03%	226
2020 Q4	$266K	Buy	3,452 +272	+9%	+$20.3K	0.03%	217
2020 Q3	$221K	Sell	3,180 -176	-5%	-$12.2K	0.03%	217
2020 Q2	$202K	Sell	3,356 -48	-1%	-$2.87K	0.03%	221
2020 Q1	$205K	Sell	3,404 -496	-13%	-$31.2K	0.05%	196
2019 Q4	$236K	Hold	3,900	–	–	0.04%	203
2019 Q3	$227K	Buy	3,900 +16	+0.4%	+$866	0.05%	201
2019 Q2	$199K	Buy	3,884 +772	+25%	+$38K	0.04%	197
2019 Q1	$150K	Buy	3,112 +3,036	+3,995%	+$139K	0.04%	177
2018 Q4	$3K	Hold	76	–	–	﹤0.01%	377
2018 Q3	$3K	Buy	+76	New	+$3.23K	﹤0.01%	735

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

TrustCore Financial Services's NEE Position: Q4 2022 in Review

TrustCore Financial Services reduced its NextEra Energy (NEE) stake by 4.5% in Q4 2022, selling an estimated $14.1K and leaving 3,713 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #218.

TrustCore Financial Services first reported a position in NEE in Q3 2018 and has held it in 18 quarters since. The position peaked at $457K in Q4 2021. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

TrustCore Financial Services held 3,713 shares of NextEra Energy worth $310K as of Q4 2022.
TrustCore Financial Services sold 175 NextEra Energy shares in Q4 2022, an estimated $14.1K.
NextEra Energy made up 0.03% of TrustCore Financial Services's portfolio in Q4 2022, its #218 holding.
TrustCore Financial Services first reported a position in NextEra Energy in Q3 2018 and has held it in 18 quarters since.
TrustCore Financial Services's NextEra Energy position peaked at $457K in Q4 2021.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.