Sky Investment Group’s NextEra Energy NEE Stock Holding History

Sky Investment Group’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	-2,703	Closed	-$226K	–	122
2022 Q4	$226K	Buy	+2,703	New	+$218K	0.05%	117
2022 Q3	–	Sell	-2,682	Closed	-$208K	–	122
2022 Q2	$208K	Buy	2,682 +111	+4%	+$8.45K	0.05%	121
2022 Q1	$218K	Hold	2,571	–	–	0.05%	125
2021 Q4	$240K	Sell	2,571 -31	-1%	-$2.68K	0.05%	125
2021 Q3	$204K	Buy	+2,602	New	+$210K	0.05%	126

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

Sky Investment Group's NEE Position: Q1 2023 in Review

Sky Investment Group sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,703 shares — an estimated $226K sold.

Sky Investment Group first reported a position in NEE in Q3 2021 and held it in 5 quarters. The position peaked at $240K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Sky Investment Group reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Sky Investment Group sold 2,703 NextEra Energy shares in Q1 2023, an estimated $226K.
Sky Investment Group first reported a position in NextEra Energy in Q3 2021 and held it in 5 quarters.
Sky Investment Group's NextEra Energy position peaked at $240K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Sky Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.