Okabena Investment Services’s NextEra Energy NEE Stock Holding History

Okabena Investment Services’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	–	Sell	-268	Closed	-$19.9K	–	135
2023 Q2	$19.9K	Sell	268 -6,720	-96%	-$509K	0.01%	94
2023 Q1	$539K	Hold	6,988	–	–	0.38%	50
2022 Q4	$584K	Sell	6,988 -5,362	-43%	-$433K	0.39%	59
2022 Q3	$968K	Buy	12,350 +6,988	+130%	+$593K	0.47%	62
2022 Q2	$415K	Hold	5,362	–	–	0.21%	71
2022 Q1	$454K	Hold	5,362	–	–	0.19%	79
2021 Q4	$501K	Hold	5,362	–	–	0.19%	79
2021 Q3	$421K	Hold	5,362	–	–	0.22%	64
2021 Q2	$393K	Buy	+5,362	New	+$402K	0.18%	65

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

Okabena Investment Services's NEE Position: Q3 2023 in Review

Okabena Investment Services sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 268 shares — an estimated $19.9K sold.

Okabena Investment Services first reported a position in NEE in Q2 2021 and held it in 9 quarters. The position peaked at $968K in Q3 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Okabena Investment Services reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Okabena Investment Services sold 268 NextEra Energy shares in Q3 2023, an estimated $19.9K.
Okabena Investment Services first reported a position in NextEra Energy in Q2 2021 and held it in 9 quarters.
Okabena Investment Services's NextEra Energy position peaked at $968K in Q3 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.