SBK Financial’s NextEra Energy NEE Stock Holding History

SBK Financial’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
2022 Q4	$507K	Sell	6,061 -1	-0%	-$81	0.8%	42
2022 Q3	$475K	Buy	6,062 +62	+1%	+$5.26K	0.73%	43
2022 Q2	$465K	Hold	6,000	–	–	0.61%	46
2022 Q1	$508K	Hold	6,000	–	–	0.51%	45
2021 Q4	$560K	Buy	+6,000	New	+$519K	0.45%	45

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBK Financial's NEE Position: Q4 2022 in Review

SBK Financial reduced its NextEra Energy (NEE) stake by 0.02% in Q4 2022, selling an estimated $81 and leaving 6,061 shares worth $507K. The position accounts for 0.8% of the portfolio, ranked #42.

SBK Financial first reported a position in NEE in Q4 2021 and has held it in 5 quarters since. The position peaked at $560K in Q4 2021. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

SBK Financial held 6,061 shares of NextEra Energy worth $507K as of Q4 2022.
SBK Financial sold 1 NextEra Energy share in Q4 2022, an estimated $81.
NextEra Energy made up 0.8% of SBK Financial's portfolio in Q4 2022, its #42 holding.
SBK Financial first reported a position in NextEra Energy in Q4 2021 and has held it in 5 quarters since.
SBK Financial's NextEra Energy position peaked at $560K in Q4 2021.
2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.