AGC
NEE icon

Angelo Gordon & Co’s NextEra Energy NEE Stock Holding History

Angelo Gordon & Co’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
Q3 		– Sell
-137,200
Closed -$9.72M – 64
2024
Q2 		$9.72M Sell
137,200
-29,000
-17% -$2.06M 3.68% 11
2024
Q1 		$10.6M Hold
166,200
– – 3.53% 8
2023
Q4 		$10.1M Buy
166,200
+132,400
+392% +$7.55M 3.2% 9
2023
Q3 		$1.94M Buy
+33,800
New +$2.34M 0.75% 19

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Angelo Gordon & Co's NEE Position: Q3 2024 in Review

Angelo Gordon & Co sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 137,200 shares — an estimated $9.72M sold.

Angelo Gordon & Co first reported a position in NEE in Q3 2023 and held it in 4 quarters. The position peaked at $10.6M in Q1 2024. 2,666 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Angelo Gordon & Co reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Angelo Gordon & Co sold 137,200 NextEra Energy shares in Q3 2024, an estimated $9.72M.
  • Angelo Gordon & Co first reported a position in NextEra Energy in Q3 2023 and held it in 4 quarters.
  • Angelo Gordon & Co's NextEra Energy position peaked at $10.6M in Q1 2024.
  • 2,666 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Angelo Gordon & Co's 13F filing for Q3 2024, filed 14 Nov 2024.