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SkyView Investment Advisors’s NextEra Energy NEE Stock Holding History

SkyView Investment Advisors’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
-117
Closed -$9K – 702
2023
Q2 		$9K Buy
117
+61
+109% +$4.62K ﹤0.01% 466
2023
Q1 		$4K Buy
+56
New +$4.31K ﹤0.01% 502

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SkyView Investment Advisors's NEE Position: Q3 2023 in Review

SkyView Investment Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 117 shares — an estimated $9K sold.

SkyView Investment Advisors first reported a position in NEE in Q1 2023 and held it in 2 quarters. The position peaked at $9K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • SkyView Investment Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 117 NextEra Energy shares in Q3 2023, an estimated $9K.
  • SkyView Investment Advisors first reported a position in NextEra Energy in Q1 2023 and held it in 2 quarters.
  • SkyView Investment Advisors's NextEra Energy position peaked at $9K in Q2 2023.
  • 2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.