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Sage Financial Management Group’s NextEra Energy NEE Stock Holding History

Sage Financial Management Group’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
2021
Q2 		– Sell
-508
Closed -$38K – 85
2021
Q1 		$38K Buy
+508
New +$39.6K 0.03% 68

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Financial Management Group's NEE Position: Q2 2021 in Review

Sage Financial Management Group sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 508 shares — an estimated $38K sold.

Sage Financial Management Group first reported a position in NEE in Q1 2021 and held it in 1 quarter. The position peaked at $38K in Q1 2021. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

  • Sage Financial Management Group reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 508 NextEra Energy shares in Q2 2021, an estimated $38K.
  • Sage Financial Management Group first reported a position in NextEra Energy in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's NextEra Energy position peaked at $38K in Q1 2021.
  • 2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.