KB Financial Partners’s NextEra Energy NEE Stock Holding History

KB Financial Partners’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	$39K	Hold	684	–	–	0.01%	282
2023 Q2	$51K	Hold	684	–	–	0.01%	266
2023 Q1	$53K	Hold	684	–	–	0.02%	254
2022 Q4	$57K	Hold	684	–	–	0.02%	247
2022 Q3	$54K	Hold	684	–	–	0.02%	239
2022 Q2	$53K	Hold	684	–	–	0.02%	243
2022 Q1	$58K	Sell	684 -41	-6%	-$3.29K	0.02%	260
2021 Q4	$68K	Buy	+725	New	+$62.7K	0.02%	261
2021 Q3	–	Sell	-684	Closed	-$50K	–	427
2021 Q2	$50K	Hold	684	–	–	0.02%	261
2021 Q1	$52K	Buy	+684	New	+$53.4K	0.02%	259

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

KB Financial Partners's NEE Position: Q3 2023 in Review

KB Financial Partners held its NextEra Energy (NEE) position steady in Q3 2023 at 684 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #282.

KB Financial Partners first reported a position in NEE in Q1 2021 and has held it in 10 quarters since. The position peaked at $68K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

KB Financial Partners held 684 shares of NextEra Energy worth $39K as of Q3 2023.
KB Financial Partners left its NextEra Energy share count unchanged in Q3 2023.
NextEra Energy made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #282 holding.
KB Financial Partners first reported a position in NextEra Energy in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's NextEra Energy position peaked at $68K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.