Capital Group Private Client Services’s NextEra Energy NEE Stock Holding History

Capital Group Private Client 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
2023 Q3	–	Sell	-170,355	Closed	-$12.6M	–	243
2023 Q2	$12.6M	Buy	170,355 +662	+0.4%	+$50.1K	0.15%	122
2023 Q1	$13.1M	Sell	169,693 -1,344	-0.8%	-$103K	0.16%	123
2022 Q4	$14.3M	Sell	171,037 -756	-0.4%	-$61.1K	0.18%	119
2022 Q3	$13.5M	Buy	171,793 +186	+0.1%	+$15.8K	0.19%	117
2022 Q2	$13.3M	Buy	171,607 +68,120	+66%	+$5.19M	0.17%	121
2022 Q1	$8.77M	Sell	103,487 -97,367	-48%	-$7.8M	0.1%	144
2021 Q4	$18.8M	Sell	200,854 -2,568	-1%	-$222K	0.2%	111
2021 Q3	$16M	Buy	+203,422	New	+$16.4M	0.19%	109

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

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

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

Capital Group Private Client Services's NEE Position: Q3 2023 in Review

Capital Group Private Client Services sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 170,355 shares — an estimated $12.6M sold.

Capital Group Private Client Services first reported a position in NEE in Q3 2021 and held it in 8 quarters. The position peaked at $18.8M in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Capital Group Private Client Services reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Capital Group Private Client Services sold 170,355 NextEra Energy shares in Q3 2023, an estimated $12.6M.
Capital Group Private Client Services first reported a position in NextEra Energy in Q3 2021 and held it in 8 quarters.
Capital Group Private Client Services's NextEra Energy position peaked at $18.8M in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Capital Group Private Client Services's 13F filing for Q3 2023, filed 13 Nov 2023.