Windsor Wealth Management’s NextEra Energy NEE Stock Holding History

Windsor Wealth Management’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 Q1	–	Sell	-4,776	Closed	-$433K	–	240
2021 Q4	$433K	Buy	4,776 +47	+1%	+$4.06K	0.08%	162
2021 Q3	$375K	Hold	4,729	–	–	0.08%	166
2021 Q2	$347K	Sell	4,729 -186	-4%	-$14K	0.08%	168
2021 Q1	$372K	Sell	4,915 -178	-3%	-$13.9K	0.09%	161
2020 Q4	$393K	Sell	5,093 -363	-7%	-$27.2K	0.1%	151
2020 Q3	$413K	Buy	5,456 +116	+2%	+$8.01K	0.12%	140
2020 Q2	$321K	Sell	5,340 -548	-9%	-$32.8K	0.1%	150
2020 Q1	$354K	Sell	5,888 -340	-5%	-$21.4K	0.14%	133
2019 Q4	$377K	Buy	6,228 +184	+3%	+$10.7K	0.14%	140
2019 Q3	$346K	Sell	6,044 -256	-4%	-$13.9K	0.15%	135
2019 Q2	$321K	Buy	6,300 +1,756	+39%	+$86.4K	0.14%	145
2019 Q1	$220K	Buy	+4,544	New	+$208K	0.12%	141

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Windsor Wealth Management's NEE Position: Q1 2022 in Review

Windsor Wealth Management sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 4,776 shares — an estimated $433K sold.

Windsor Wealth Management first reported a position in NEE in Q1 2019 and held it in 12 quarters. The position peaked at $433K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Windsor Wealth Management reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Windsor Wealth Management sold 4,776 NextEra Energy shares in Q1 2022, an estimated $433K.
Windsor Wealth Management first reported a position in NextEra Energy in Q1 2019 and held it in 12 quarters.
Windsor Wealth Management's NextEra Energy position peaked at $433K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.