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Alphinity Investment Management’s NextEra Energy NEE Stock Holding History

Alphinity 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
Q3 		– Sell
-4,867,284
Closed -$361M – 33
2023
Q2 		$361M Buy
4,867,284
+957,121
+24% +$72.5M 5.87% 3
2023
Q1 		$301M Buy
3,910,163
+89,198
+2% +$6.86M 6.75% 3
2022
Q4 		$319M Buy
3,820,965
+651,871
+21% +$52.7M 9.36% 1
2022
Q3 		$248M Sell
3,169,094
-289,185
-8% -$24.5M 7.96% 5
2022
Q2 		$268M Buy
3,458,279
+1,233,270
+55% +$93.9M 8.17% 2
2022
Q1 		$188M Buy
2,225,009
+2,102,067
+1,710% +$168M 4.39% 13
2021
Q4 		$11.5M Buy
+122,942
New +$10.6M 0.26% 26
2021
Q3 		– Sell
-130,600
Closed -$9.57M – 25
2021
Q2 		$9.57M Buy
130,600
+3,948
+3% +$296K 0.36% 23
2021
Q1 		$9.58M Sell
126,652
-441,845
-78% -$34.5M 0.45% 22
2020
Q4 		$43.9M Sell
568,497
-74,335
-12% -$5.56M 3.68% 16
2020
Q3 		$44.6M Sell
642,832
-15,116
-2% -$1.04M 4.34% 11
2020
Q2 		$39.5M Sell
657,948
-35,348
-5% -$2.12M 4.45% 13
2020
Q1 		$41.7M Buy
693,296
+91,704
+15% +$5.76M 5.48% 3
2019
Q4 		$36.4M Sell
601,592
-1,568
-0.3% -$91.5K 4.03% 9
2019
Q3 		$35.1M Buy
603,160
+159,412
+36% +$8.63M 4.05% 9
2019
Q2 		$22.7M Buy
443,748
+6,340
+1% +$312K 2.82% 21
2019
Q1 		$21.1M Buy
437,408
+100,204
+30% +$4.58M 3.01% 20
2018
Q4 		$14.7M Buy
337,204
+45,732
+16% +$2M 3.27% 19
2018
Q3 		$12.2M Hold
291,472
– – 2.33% 24
2018
Q2 		$12.2M Buy
+291,472
New +$11.8M 2.47% 25

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

Alphinity Investment Management's NEE Position: Q3 2023 in Review

Alphinity Investment Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 4,867,284 shares — an estimated $361M sold.

Alphinity Investment Management first reported a position in NEE in Q2 2018 and held it in 20 quarters. The position peaked at $361M in Q2 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Alphinity Investment Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • Alphinity Investment Management sold 4,867,284 NextEra Energy shares in Q3 2023, an estimated $361M.
  • Alphinity Investment Management first reported a position in NextEra Energy in Q2 2018 and held it in 20 quarters.
  • Alphinity Investment Management's NextEra Energy position peaked at $361M in Q2 2023.
  • 2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Alphinity Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.