Alpine Global Management’s NextEra Energy NEE Stock Holding History

Alpine Global 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	-8,000	Closed	-$458K	–	226
2023 Q3	$458K	Buy	+8,000	New	+$554K	0.11%	84
2021 Q3	–	Sell	-5,752	Closed	-$422K	–	337
2021 Q2	$422K	Buy	+5,752	New	+$432K	0.06%	147
2020 Q3	–	Sell	-13,532	Closed	-$812K	–	375
2020 Q2	$812K	Buy	+13,532	New	+$810K	0.14%	104
2017 Q2	–	Sell	-10,336	Closed	-$332K	–	270
2017 Q1	$332K	Buy	+10,336	New	+$325K	0.09%	190
2016 Q1	–	Sell	-49,780	Closed	-$1.29M	–	179
2015 Q4	$1.29M	Buy	+49,780	New	+$1.26M	0.41%	43
2015 Q3	–	Sell	-19,660	Closed	-$482K	–	554
2015 Q2	$482K	Buy	19,660 +3,292	+20%	+$83.7K	0.08%	181
2015 Q1	$426K	Sell	16,368 -21,948	-57%	-$579K	0.14%	164
2014 Q4	$1.02M	Buy	+38,316	New	+$968K	0.18%	137

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

Alpine Global Management's NEE Position: Q4 2023 in Review

Alpine Global Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 8,000 shares — an estimated $458K sold.

Alpine Global Management first reported a position in NEE in Q4 2014 and held it in 8 quarters. The position peaked at $1.29M in Q4 2015. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Alpine Global Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Alpine Global Management sold 8,000 NextEra Energy shares in Q4 2023, an estimated $458K.
Alpine Global Management first reported a position in NextEra Energy in Q4 2014 and held it in 8 quarters.
Alpine Global Management's NextEra Energy position peaked at $1.29M in Q4 2015.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

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