Sierra Capital’s NextEra Energy NEE Stock Holding History

Sierra Capital’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	-358	Closed	-$30K	–	435
2022 Q4	$30K	Hold	358	–	–	0.01%	289
2022 Q3	$28K	Sell	358 -1,591	-82%	-$135K	0.01%	301
2022 Q2	$151K	Sell	1,949 -6	-0.3%	-$457	0.03%	226
2022 Q1	$166K	Sell	1,955 -328	-14%	-$26.3K	0.03%	236
2021 Q4	$213K	Buy	2,283 +261	+13%	+$22.6K	0.03%	221
2021 Q3	$159K	Sell	2,022 -99	-5%	-$7.98K	0.03%	222
2021 Q2	$155K	Sell	2,121 -275	-11%	-$20.6K	0.03%	204
2021 Q1	$181K	Buy	+2,396	New	+$187K	0.03%	183

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

Sierra Capital's NEE Position: Q1 2023 in Review

Sierra Capital sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 358 shares — an estimated $30K sold.

Sierra Capital first reported a position in NEE in Q1 2021 and held it in 8 quarters. The position peaked at $213K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Sierra Capital reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 358 NextEra Energy shares in Q1 2023, an estimated $30K.
Sierra Capital first reported a position in NextEra Energy in Q1 2021 and held it in 8 quarters.
Sierra Capital's NextEra Energy position peaked at $213K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.