HighTower Trust’s NextEra Energy NEE Stock Holding History

HighTower Trust’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 Q1	$3.3M	Sell	45,148 -1,177	-3%	-$90.5K	0.32%	52
2022 Q4	$3.85M	Buy	46,325 +489	+1%	+$39.5K	0.37%	48
2022 Q3	$3.59M	Sell	45,836 -1,381	-3%	-$117K	0.4%	47
2022 Q2	$3.66K	Buy	47,217 +1,450	+3%	+$110K	0.38%	49
2022 Q1	$3.88M	Buy	45,767 +2,492	+6%	+$200K	0.37%	49
2021 Q4	$4.04M	Buy	43,275 +1,032	+2%	+$89.2K	0.39%	48
2021 Q3	$3.32M	Buy	42,243 +225	+0.5%	+$18.1K	0.41%	50
2021 Q2	$3.08M	Hold	42,018	–	–	0.38%	50
2021 Q1	$3.18M	Buy	42,018 +6,363	+18%	+$497K	0.43%	47
2020 Q4	$2.75M	Buy	+35,655	New	+$2.67M	0.39%	52

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

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

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

HighTower Trust's NEE Position: Q1 2023 in Review

HighTower Trust reduced its NextEra Energy (NEE) stake by 2.5% in Q1 2023, selling an estimated $90.5K and leaving 45,148 shares worth $3.3M. The position accounts for 0.32% of the portfolio, ranked #52.

HighTower Trust first reported a position in NEE in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.04M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

HighTower Trust held 45,148 shares of NextEra Energy worth $3.3M as of Q1 2023.
HighTower Trust sold 1,177 NextEra Energy shares in Q1 2023, an estimated $90.5K.
NextEra Energy made up 0.32% of HighTower Trust's portfolio in Q1 2023, its #52 holding.
HighTower Trust first reported a position in NextEra Energy in Q4 2020 and has held it in 10 quarters since.
HighTower Trust's NextEra Energy position peaked at $4.04M in Q4 2021.
2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.