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KMG Fiduciary Partners’s NextEra Energy NEE Stock Holding History

KMG Fiduciary 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
Q1 		– Sell
-2,397
Closed -$200K – 240
2022
Q4 		$200K Buy
+2,397
New +$194K 0.03% 225
2022
Q1 		– Sell
-2,312
Closed -$216K – 204
2021
Q4 		$216K Buy
+2,312
New +$200K 0.03% 190

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KMG Fiduciary Partners's NEE Position: Q1 2023 in Review

KMG Fiduciary Partners sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,397 shares — an estimated $200K sold.

KMG Fiduciary Partners first reported a position in NEE in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

  • KMG Fiduciary Partners reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 2,397 NextEra Energy shares in Q1 2023, an estimated $200K.
  • KMG Fiduciary Partners first reported a position in NextEra Energy in Q4 2021 and held it in 2 quarters.
  • KMG Fiduciary Partners's NextEra Energy position peaked at $216K in Q4 2021.
  • 2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on KMG Fiduciary Partners's 13F filing for Q1 2023, filed 13 Apr 2023.