Whitegate Investment Counselors’s NextEra Energy NEE Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-14,559	Closed	-$1.14M	–	154
2021 Q3	$1.14M	Buy	14,559 +150	+1%	+$12.1K	0.16%	113
2021 Q2	$1.06M	Hold	14,409	–	–	0.15%	116
2021 Q1	$1.09M	Buy	14,409 +2,000	+16%	+$156K	0.17%	107
2020 Q4	$957K	Sell	12,409 -75	-0.6%	-$5.61K	0.16%	109
2020 Q3	$866K	Sell	12,484 -1,600	-11%	-$110K	0.16%	112
2020 Q2	$846K	Hold	14,084	–	–	0.17%	108
2020 Q1	$847K	Hold	14,084	–	–	0.21%	95
2019 Q4	$853K	Hold	14,084	–	–	0.15%	112
2019 Q3	$820K	Sell	14,084 -260	-2%	-$14.1K	0.16%	109
2019 Q2	$735K	Hold	14,344	–	–	0.15%	115
2019 Q1	$693K	Hold	14,344	–	–	0.14%	115
2018 Q4	$623K	Sell	14,344 -400	-3%	-$17.5K	0.14%	116
2018 Q3	$618K	Sell	14,744 -2,600	-15%	-$111K	0.13%	121
2018 Q2	$724K	Hold	17,344	–	–	0.15%	113
2018 Q1	$708K	Buy	17,344 +544	+3%	+$21K	0.15%	114
2017 Q4	$656K	Sell	16,800 -1,200	-7%	-$46.3K	0.14%	117
2017 Q3	$659K	Hold	18,000	–	–	0.15%	117
2017 Q2	$631K	Hold	18,000	–	–	0.14%	116
2017 Q1	$578K	Hold	18,000	–	–	0.14%	116
2016 Q4	$538K	Hold	18,000	–	–	0.14%	108
2016 Q3	$550K	Sell	18,000 -11,300	-39%	-$356K	0.15%	107
2016 Q2	$955K	Buy	+29,300	New	+$880K	0.27%	87
2014 Q1	$843K	Buy	+28,500	New	+$646K	0.23%	91

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitegate Investment Counselors's NEE Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 14,559 shares — an estimated $1.14M sold.

Whitegate Investment Counselors first reported a position in NEE in Q1 2014 and held it in 23 quarters. The position peaked at $1.14M in Q3 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Whitegate Investment Counselors reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 14,559 NextEra Energy shares in Q4 2021, an estimated $1.14M.
Whitegate Investment Counselors first reported a position in NextEra Energy in Q1 2014 and held it in 23 quarters.
Whitegate Investment Counselors's NextEra Energy position peaked at $1.14M in Q3 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.