Nicholas Investment Partners’s NextEra Energy NEE Stock Holding History

Nicholas Investment 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
2022 Q4	–	Sell	-5,048	Closed	-$396K	–	190
2022 Q3	$396K	Buy	+5,048	New	+$428K	0.04%	165

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nicholas Investment Partners's NEE Position: Q4 2022 in Review

Nicholas Investment Partners sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 5,048 shares — an estimated $396K sold.

Nicholas Investment Partners first reported a position in NEE in Q3 2022 and held it in 1 quarter. The position peaked at $396K in Q3 2022. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Nicholas Investment Partners reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Nicholas Investment Partners sold 5,048 NextEra Energy shares in Q4 2022, an estimated $396K.
Nicholas Investment Partners first reported a position in NextEra Energy in Q3 2022 and held it in 1 quarter.
Nicholas Investment Partners's NextEra Energy position peaked at $396K in Q3 2022.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Nicholas Investment Partners's 13F filing for Q4 2022, filed 10 Feb 2023.