First National Bank of South Miami’s NextEra Energy NEE Stock Holding History

First National Bank of South Miami’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	$1.08M	Buy	14,554 +440	+3%	+$33.3K	0.87%	28
2023 Q1	$1.09M	Sell	14,114 -394	-3%	-$30.3K	0.87%	28
2022 Q4	$1.21M	Hold	14,508	–	–	0.91%	26
2022 Q3	$1.14M	Sell	14,508 -913	-6%	-$77.5K	0.88%	28
2022 Q2	$1.2M	Buy	15,421 +851	+6%	+$64.8K	0.81%	29
2022 Q1	$1.24M	Buy	14,570 +1,224	+9%	+$98.1K	0.75%	29
2021 Q4	$1.25M	Buy	13,346 +574	+4%	+$49.6K	0.75%	28
2021 Q3	$1M	Sell	12,772 -145	-1%	-$11.7K	0.67%	34
2021 Q2	$946K	Buy	12,917 +1,036	+9%	+$77.8K	0.65%	42
2021 Q1	$898K	Buy	11,881 +405	+4%	+$31.6K	0.69%	38
2020 Q4	$885K	Sell	11,476 -56	-0.5%	-$4.19K	0.76%	34
2020 Q3	$800K	Sell	11,532 -272	-2%	-$18.8K	0.76%	36
2020 Q2	$709K	Sell	11,804 -1,928	-14%	-$115K	0.77%	34
2020 Q1	$826K	Sell	13,732 -584	-4%	-$36.7K	1.04%	25
2019 Q4	$867K	Buy	14,316 +1,404	+11%	+$82K	0.86%	31
2019 Q3	$707K	Hold	12,912	–	–	0.68%	45
2019 Q2	$669K	Sell	12,912 -396	-3%	-$19.5K	0.63%	46
2019 Q1	$643K	Sell	13,308 -20	-0.2%	-$914	0.61%	47
2018 Q4	$597K	Buy	+13,328	New	+$583K	0.58%	49

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First National Bank of South Miami's NEE Position: Q2 2023 in Review

First National Bank of South Miami increased its NextEra Energy (NEE) stake by 3.1% in Q2 2023, buying an estimated $33.3K and bringing the position to 14,554 shares worth $1.08M. The position accounts for 0.87% of the portfolio, ranked #28.

First National Bank of South Miami first reported a position in NEE in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 2,415 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

First National Bank of South Miami held 14,554 shares of NextEra Energy worth $1.08M as of Q2 2023.
First National Bank of South Miami bought 440 NextEra Energy shares in Q2 2023, an estimated $33.3K.
NextEra Energy made up 0.87% of First National Bank of South Miami's portfolio in Q2 2023, its #28 holding.
First National Bank of South Miami first reported a position in NextEra Energy in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's NextEra Energy position peaked at $1.25M in Q4 2021.
2,415 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.