SG3 Management’s NextEra Energy NEE Stock Holding History

SG3 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
2022 Q4	–	Sell	-90,000	Closed	-$7.06M	–	291
2022 Q3	$7.06M	Buy	+90,000	New	+$7.64M	0.95%	24
2021 Q1	–	Sell	-23,200	Closed	-$1.79M	–	1382
2020 Q4	$1.79M	Buy	+23,200	New	+$1.74M	0.03%	418
2020 Q1	–	Sell	-30,000	Closed	-$1.82M	–	423
2019 Q4	$1.82M	Hold	30,000	–	–	0.11%	68
2019 Q3	$1.75M	Hold	30,000	–	–	0.16%	89
2019 Q2	$1.54M	Buy	+30,000	New	+$1.48M	0.17%	109

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

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

SG3 Management's NEE Position: Q1 2020 in Review

SG3 Management sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 22,000 shares — an estimated $1.33M sold.

SG3 Management first reported a position in NEE in Q4 2019 and held it in 1 quarter. The position peaked at $1.33M in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

SG3 Management reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
SG3 Management sold 22,000 NextEra Energy shares in Q1 2020, an estimated $1.33M.
SG3 Management first reported a position in NextEra Energy in Q4 2019 and held it in 1 quarter.
SG3 Management's NextEra Energy position peaked at $1.33M in Q4 2019.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on SG3 Management's 13F filing for Q1 2020, filed 12 May 2020.