Capital CS Group’s NextEra Energy NEE Stock Holding History

Capital CS 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	-2,678	Closed	-$206K	–	96
2023 Q1	$206K	Buy	2,678 +170	+7%	+$13.1K	0.2%	49
2022 Q4	$210K	Buy	+2,508	New	+$203K	0.23%	37
2022 Q2	–	Sell	-2,508	Closed	-$212K	–	68
2022 Q1	$212K	Hold	2,508	–	–	0.18%	46
2021 Q4	$234K	Buy	+2,508	New	+$217K	0.18%	64
2021 Q2	–	Sell	-3,792	Closed	-$287K	–	92
2021 Q1	$287K	Hold	3,792	–	–	0.28%	49
2020 Q4	$293K	Buy	+3,792	New	+$284K	0.3%	40

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital CS Group's NEE Position: Q2 2023 in Review

Capital CS Group sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 2,678 shares — an estimated $206K sold.

Capital CS Group first reported a position in NEE in Q4 2020 and held it in 6 quarters. The position peaked at $293K in Q4 2020. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Capital CS Group reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Capital CS Group sold 2,678 NextEra Energy shares in Q2 2023, an estimated $206K.
Capital CS Group first reported a position in NextEra Energy in Q4 2020 and held it in 6 quarters.
Capital CS Group's NextEra Energy position peaked at $293K in Q4 2020.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Capital CS Group's 13F filing for Q2 2023, filed 11 Jul 2023.