Sage Capital Advisors’s NextEra Energy NEE Stock Holding History

Sage Capital Advisors’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	-2,561	Closed	-$214K	–	134
2022 Q4	$214K	Buy	+2,561	New	+$207K	0.09%	121
2022 Q3	–	Sell	-3,199	Closed	-$248K	–	125
2022 Q2	$248K	Sell	3,199 -50	-2%	-$3.81K	0.12%	90
2022 Q1	$280K	Buy	3,249 +103	+3%	+$8.26K	0.11%	89
2021 Q4	$260K	Buy	3,146 +103	+3%	+$8.9K	0.1%	94
2021 Q3	$239K	Buy	3,043 +3	+0.1%	+$242	0.1%	99
2021 Q2	$231K	Buy	3,040 +3	+0.1%	+$225	0.09%	99
2021 Q1	$230K	Buy	3,037 +172	+6%	+$13.4K	0.1%	95
2020 Q4	$238K	Buy	+2,865	New	+$214K	0.12%	95

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

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

Sage Capital Advisors's NEE Position: Q1 2023 in Review

Sage Capital Advisors sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,561 shares — an estimated $214K sold.

Sage Capital Advisors first reported a position in NEE in Q4 2020 and held it in 8 quarters. The position peaked at $280K in Q1 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Sage Capital Advisors reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Sage Capital Advisors sold 2,561 NextEra Energy shares in Q1 2023, an estimated $214K.
Sage Capital Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 8 quarters.
Sage Capital Advisors's NextEra Energy position peaked at $280K in Q1 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Sage Capital Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.