Skaana Management’s NextEra Energy NEE Stock Holding History

Skaana 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
2024 Q2	–	Sell	-19,000	Closed	-$140M	–	164
2024 Q1	$140M	Hold	19,000	–	–	2.79%	11
2023 Q4	$1.15M	Hold	19,000	–	–	0.21%	60
2023 Q3	$1.09M	Hold	19,000	–	–	0.27%	62
2023 Q2	$1.41M	Sell	19,000 -148,000	-89%	-$11.2M	0.31%	61
2023 Q1	$12.9M	Sell	167,000 -426,400	-72%	-$32.8M	3.93%	6
2022 Q4	$49.6M	Buy	+593,400	New	+$47.9M	10.74%	2
2022 Q1	–	Sell	-255,800	Closed	-$23.9M	–	169
2021 Q4	$23.9M	Buy	+255,800	New	+$22.1M	3.83%	7

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Skaana Management's NEE Position: Q1 2023 in Review

Skaana Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 66,933 shares — an estimated $5.15M sold.

Skaana Management first reported a position in NEE in Q4 2022 and held it in 1 quarter. The position peaked at $5.6M in Q4 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Skaana Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Skaana Management sold 66,933 NextEra Energy shares in Q1 2023, an estimated $5.15M.
Skaana Management first reported a position in NextEra Energy in Q4 2022 and held it in 1 quarter.
Skaana Management's NextEra Energy position peaked at $5.6M in Q4 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Skaana Management's 13F filing for Q1 2023, filed 15 May 2023.