AIA Group’s NextEra Energy NEE Stock Holding History

AIA Group’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 Q2	–	Sell	-1,632	Closed	-$126K	–	449
2023 Q1	$126K	Hold	1,632	–	–	0.01%	355
2022 Q4	$136K	Sell	1,632 -5,078	-76%	-$410K	0.01%	351
2022 Q3	$526K	Sell	6,710 -4,136	-38%	-$351K	0.03%	183
2022 Q2	$840K	Buy	10,846 +8,991	+485%	+$685K	0.05%	174
2022 Q1	$157K	Buy	1,855 +528	+40%	+$42.3K	0.01%	414
2021 Q4	$124K	Buy	+1,327	New	+$115K	0.01%	382
2021 Q3	–	Sell	-4,760	Closed	-$366K	–	273
2021 Q2	$366K	Buy	+4,760	New	+$357K	0.03%	162
2021 Q1	–	Sell	-9,154	Closed	-$760K	–	198
2020 Q4	$760K	Buy	+9,154	New	+$685K	0.09%	88

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

AIA Group's NEE Position: Q2 2023 in Review

AIA Group sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 1,632 shares — an estimated $126K sold.

AIA Group first reported a position in NEE in Q4 2020 and held it in 8 quarters. The position peaked at $840K in Q2 2022. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

AIA Group reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
AIA Group sold 1,632 NextEra Energy shares in Q2 2023, an estimated $126K.
AIA Group first reported a position in NextEra Energy in Q4 2020 and held it in 8 quarters.
AIA Group's NextEra Energy position peaked at $840K in Q2 2022.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.