Single Point Partners’s NextEra Energy NEE Stock Holding History

Single Point Partners’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 Q3	–	Sell	-4,921	Closed	-$365K	–	101
2023 Q2	$365K	Buy	4,921 +55	+1%	+$4.16K	0.5%	36
2023 Q1	$375K	Buy	4,866 +593	+14%	+$45.6K	0.08%	90
2022 Q4	$357K	Buy	4,273 +25	+0.6%	+$2.02K	0.09%	89
2022 Q3	$333K	Buy	4,248 +1,167	+38%	+$99K	0.09%	81
2022 Q2	$239K	Buy	3,081 +1	+0%	+$76	0.07%	105
2022 Q1	$261K	Buy	+3,080	New	+$247K	0.07%	89

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Single Point Partners's NEE Position: Q3 2023 in Review

Single Point Partners sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 4,921 shares — an estimated $365K sold.

Single Point Partners first reported a position in NEE in Q1 2022 and held it in 6 quarters. The position peaked at $375K in Q1 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Single Point Partners reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Single Point Partners sold 4,921 NextEra Energy shares in Q3 2023, an estimated $365K.
Single Point Partners first reported a position in NextEra Energy in Q1 2022 and held it in 6 quarters.
Single Point Partners's NextEra Energy position peaked at $375K in Q1 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Single Point Partners's 13F filing for Q3 2023, filed 12 Oct 2023.