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Alley Company’s NextEra Energy NEE Stock Holding History

Alley Company’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
2021
Q4 		$12.6M Buy
134,636
+2,453
+2% +$212K 1.99% 21
2021
Q3 		$10.4M Buy
132,183
+3,031
+2% +$244K 1.86% 24
2021
Q2 		$9.46M Buy
129,152
+4,833
+4% +$363K 1.72% 25
2021
Q1 		$9.4M Buy
124,319
+3,978
+3% +$310K 1.86% 22
2020
Q4 		$9.28M Sell
120,341
-416,807
-78% -$31.2M 1.93% 22
2020
Q3 		$37.3M Buy
537,148
+1,992
+0.4% +$138K 2.7% 15
2020
Q2 		$32.1M Buy
535,156
+136,952
+34% +$8.2M 2.49% 16
2020
Q1 		$24M Buy
398,204
+290,388
+269% +$18.3M 2.77% 15
2019
Q4 		$6.53M Buy
107,816
+1,816
+2% +$106K 1.68% 25
2019
Q3 		$6.17M Buy
106,000
+228
+0.2% +$12.3K 1.69% 25
2019
Q2 		$5.42M Sell
105,772
-700
-0.7% -$34.4K 1.53% 28
2019
Q1 		$5.15M Buy
106,472
+1,984
+2% +$90.7K 1.51% 30
2018
Q4 		$4.54M Buy
104,488
+3,836
+4% +$168K 1.49% 31
2018
Q3 		$4.22M Buy
100,652
+1,280
+1% +$54.5K 1.29% 34
2018
Q2 		$4.15M Sell
99,372
-144
-0.1% -$5.82K 1.4% 32
2018
Q1 		$4.06M Buy
+99,516
New +$3.84M 1.39% 29

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alley Company's NEE Position: Q4 2021 in Review

Alley Company increased its NextEra Energy (NEE) stake by 1.9% in Q4 2021, buying an estimated $212K and bringing the position to 134,636 shares worth $12.6M. The position accounts for 1.99% of the portfolio, ranked #21.

Alley Company first reported a position in NEE in Q1 2018 and has held it in 16 quarters since. The position peaked at $37.3M in Q3 2020. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

  • Alley Company held 134,636 shares of NextEra Energy worth $12.6M as of Q4 2021.
  • Alley Company bought 2,453 NextEra Energy shares in Q4 2021, an estimated $212K.
  • NextEra Energy made up 1.99% of Alley Company's portfolio in Q4 2021, its #21 holding.
  • Alley Company first reported a position in NextEra Energy in Q1 2018 and has held it in 16 quarters since.
  • Alley Company's NextEra Energy position peaked at $37.3M in Q3 2020.
  • 2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.