Sandbar Asset Management’s NextEra Energy NEE Stock Holding History

Sandbar 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 Q1	–	Sell	-3,866	Closed	-$323K	–	55
2022 Q4	$323K	Sell	3,866 -22,514	-85%	-$1.82M	0.94%	31
2022 Q3	$2.07M	Buy	+26,380	New	+$2.24M	1.25%	28
2021 Q3	–	Sell	-161,775	Closed	-$11.9M	–	66
2021 Q2	$11.9M	Buy	+161,775	New	+$12.1M	1.28%	26

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

Sandbar Asset Management's NEE Position: Q1 2023 in Review

Sandbar Asset Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 3,866 shares — an estimated $323K sold.

Sandbar Asset Management first reported a position in NEE in Q2 2021 and held it in 3 quarters. The position peaked at $11.9M in Q2 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Sandbar Asset Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Sandbar Asset Management sold 3,866 NextEra Energy shares in Q1 2023, an estimated $323K.
Sandbar Asset Management first reported a position in NextEra Energy in Q2 2021 and held it in 3 quarters.
Sandbar Asset Management's NextEra Energy position peaked at $11.9M in Q2 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Sandbar Asset Management's 13F filing for Q1 2023, filed 12 May 2023.