TKG Advisors’s NextEra Energy NEE Stock Holding History

TKG 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 Q4	–	Sell	-29,205	Closed	-$1.67M	–	103
2023 Q3	$1.67M	Buy	+29,205	New	+$2.02M	1.11%	39

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

TKG Advisors's NEE Position: Q4 2023 in Review

TKG Advisors sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 29,205 shares — an estimated $1.67M sold.

TKG Advisors first reported a position in NEE in Q3 2023 and held it in 1 quarter. The position peaked at $1.67M in Q3 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

TKG Advisors reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
TKG Advisors sold 29,205 NextEra Energy shares in Q4 2023, an estimated $1.67M.
TKG Advisors first reported a position in NextEra Energy in Q3 2023 and held it in 1 quarter.
TKG Advisors's NextEra Energy position peaked at $1.67M in Q3 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on TKG Advisors's 13F filing for Q4 2023, filed 23 Feb 2024.