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Achmea Investment Management’s NextEra Energy NEE Stock Holding History

Achmea Investment 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
2023
Q4 		– Sell
-8,982
Closed -$515K – 493
2023
Q3 		$515K Sell
8,982
-19,043
-68% -$1.32M 0.01% 443
2023
Q2 		$2.08M Buy
28,025
+5,384
+24% +$408K 0.04% 334
2023
Q1 		$1.75M Sell
22,641
-52,195
-70% -$4.01M 0.05% 317
2022
Q4 		$5.86M Buy
74,836
+24,340
+48% +$1.97M 0.2% 142
2022
Q3 		$3.96M Buy
50,496
+47,335
+1,497% +$4.02M 0.14% 168
2022
Q2 		$245K Hold
3,161
– – 0.01% 526
2022
Q1 		$268K Buy
+3,161
New +$253K 0.01% 546
2021
Q4 		– Sell
-69,099
Closed -$5.43M – 439
2021
Q3 		$5.43M Buy
69,099
+2,304
+3% +$186K 0.16% 174
2021
Q2 		$4.89M Sell
66,795
-19,133
-22% -$1.44M 0.17% 165
2021
Q1 		$6.5M Sell
85,928
-4,583
-5% -$358K 0.23% 129
2020
Q4 		$6.98M Buy
90,511
+355
+0.4% +$26.6K 0.25% 107
2020
Q3 		$6.26M Sell
90,156
-245,968
-73% -$17M 0.26% 106
2020
Q2 		$20.2M Buy
+336,124
New +$20.1M 0.68% 36
2020
Q1 		– Sell
-96,988
Closed -$5.87M – 447
2019
Q4 		$5.87M Buy
96,988
+75,332
+348% +$4.4M 0.23% 110
2019
Q3 		$1.26M Buy
21,656
+11,348
+110% +$614K 0.05% 325
2019
Q2 		$528K Sell
10,308
-13,924
-57% -$685K 0.02% 437
2019
Q1 		$1.17M Sell
24,232
-174,464
-88% -$7.98M 0.05% 322
2018
Q4 		$8.63M Sell
198,696
-160,712
-45% -$7.03M 0.4% 57
2018
Q3 		$15.1M Sell
359,408
-35,108
-9% -$1.49M 0.57% 36
2018
Q2 		$16.5M Sell
394,516
-7,436
-2% -$300K 0.58% 36
2018
Q1 		$16.4M Buy
401,952
+73,912
+23% +$2.85M 0.55% 42
2017
Q4 		$12.8M Buy
328,040
+117,588
+56% +$4.54M 0.43% 55
2017
Q3 		$7.71M Buy
210,452
+80,112
+61% +$2.93M 0.44% 51
2017
Q2 		$4.56M Buy
130,340
+58,272
+81% +$1.99M 0.27% 90
2017
Q1 		$2.31M Buy
+72,068
New +$2.27M 0.11% 247

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Achmea Investment Management's NEE Position: Q4 2023 in Review

Achmea Investment Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 8,982 shares — an estimated $515K sold.

Achmea Investment Management first reported a position in NEE in Q1 2017 and held it in 25 quarters. The position peaked at $20.2M in Q2 2020. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Achmea Investment Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • Achmea Investment Management sold 8,982 NextEra Energy shares in Q4 2023, an estimated $515K.
  • Achmea Investment Management first reported a position in NextEra Energy in Q1 2017 and held it in 25 quarters.
  • Achmea Investment Management's NextEra Energy position peaked at $20.2M in Q2 2020.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Achmea Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.