Sabadell Asset Management’s NextEra Energy NEE Stock Holding History

Sabadell Asset Management’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 Q2	$6.78M	Sell	91,206 -2,432	-3%	-$184K	1.41%	32
2023 Q1	$7.33M	Sell	93,638 -1,054	-1%	-$81.1K	1.56%	26
2022 Q4	$8.05M	Sell	94,692 -12,546	-12%	-$1.01M	1.67%	19
2022 Q3	$8.77M	Buy	107,238 +9,806	+10%	+$832K	1.93%	15
2022 Q2	$7.81M	Buy	97,432 +40,821	+72%	+$3.11M	1.64%	17
2022 Q1	$4.93M	Hold	56,611	–	–	0.85%	37
2021 Q4	$4.81M	Sell	56,611 -31,943	-36%	-$2.76M	0.77%	46
2021 Q3	$6.95M	Buy	88,554 +27,052	+44%	+$2.18M	1.2%	24
2021 Q2	$4.51M	Buy	+61,502	New	+$4.62M	0.78%	38

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Sabadell Asset Management's NEE Position: Q2 2023 in Review

Sabadell Asset Management reduced its NextEra Energy (NEE) stake by 2.6% in Q2 2023, selling an estimated $184K and leaving 91,206 shares worth $6.78M. The position accounts for 1.41% of the portfolio, ranked #32.

Sabadell Asset Management first reported a position in NEE in Q2 2021 and has held it in 9 quarters since. The position peaked at $8.77M in Q3 2022. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Sabadell Asset Management held 91,206 shares of NextEra Energy worth $6.78M as of Q2 2023.
Sabadell Asset Management sold 2,432 NextEra Energy shares in Q2 2023, an estimated $184K.
NextEra Energy made up 1.41% of Sabadell Asset Management's portfolio in Q2 2023, its #32 holding.
Sabadell Asset Management first reported a position in NextEra Energy in Q2 2021 and has held it in 9 quarters since.
Sabadell Asset Management's NextEra Energy position peaked at $8.77M in Q3 2022.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Sabadell Asset Management's 13F filing for Q2 2023, filed 23 Jan 2024.