Algert Global’s NextEra Energy NEE Stock Holding History

Algert Global’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 Q4	–	Sell	-3,273	Closed	-$277K	–	1278
2024 Q3	$277K	Buy	+3,273	New	+$255K	0.01%	1014
2021 Q4	–	Sell	-14,299	Closed	-$1.12M	–	1060
2021 Q3	$1.12M	Sell	14,299 -8,216	-36%	-$663K	0.15%	187
2021 Q2	$1.65M	Hold	22,515	–	–	0.56%	49
2021 Q1	$1.7M	Sell	22,515 -2,400	-10%	-$187K	0.54%	41
2020 Q4	$1.92M	Buy	+24,915	New	+$1.86M	0.55%	45

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

Algert Global's NEE Position: Q4 2024 in Review

Algert Global sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 3,273 shares — an estimated $277K sold.

Algert Global first reported a position in NEE in Q4 2020 and held it in 5 quarters. The position peaked at $1.92M in Q4 2020. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Algert Global reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Algert Global sold 3,273 NextEra Energy shares in Q4 2024, an estimated $277K.
Algert Global first reported a position in NextEra Energy in Q4 2020 and held it in 5 quarters.
Algert Global's NextEra Energy position peaked at $1.92M in Q4 2020.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Algert Global's 13F filing for Q4 2024, filed 14 Feb 2025.