Arlington Partners’s NextEra Energy NEE Stock Holding History

Arlington Partners’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 Q1	–	Sell	-696	Closed	-$42.3K	–	182
2023 Q4	$42.3K	Sell	696 -282	-29%	-$16.1K	0.01%	147
2023 Q3	$56K	Sell	978 -2,056	-68%	-$142K	0.02%	135
2023 Q2	$225K	Sell	3,034 -428	-12%	-$32.4K	0.03%	146
2023 Q1	$267K	Buy	3,462 +1,454	+72%	+$112K	0.04%	112
2022 Q4	$168K	Buy	2,008 +983	+96%	+$79.4K	0.03%	106
2022 Q3	$80K	Hold	1,025	–	–	0.03%	156
2022 Q2	$79K	Hold	1,025	–	–	0.03%	195
2022 Q1	$87K	Hold	1,025	–	–	0.02%	201
2021 Q4	$96K	Buy	1,025 +497	+94%	+$43K	0.03%	206
2021 Q3	$41K	Buy	528 +95	+22%	+$7.66K	0.01%	284
2021 Q2	$32K	Hold	433	–	–	0.01%	222
2021 Q1	$33K	Buy	433 +104	+32%	+$8.12K	0.01%	273
2020 Q4	$25K	Sell	329 -339	-51%	-$25.4K	0.01%	137
2020 Q3	$46K	Sell	668 -76	-10%	-$5.25K	0.03%	105
2020 Q2	$45K	Hold	744	–	–	0.03%	108
2020 Q1	$45K	Buy	744 +76	+11%	+$4.78K	0.02%	124
2019 Q4	$40K	Hold	668	–	–	0.02%	133
2019 Q3	$39K	Hold	668	–	–	0.02%	111
2019 Q2	$34K	Hold	668	–	–	0.02%	150
2019 Q1	$32K	Hold	668	–	–	0.02%	137
2018 Q4	$29K	Hold	668	–	–	0.02%	134
2018 Q3	$28K	Hold	668	–	–	0.02%	164
2018 Q2	$28K	Hold	668	–	–	0.03%	89
2018 Q1	$27K	Buy	+668	New	+$25.8K	0.03%	95

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arlington Partners's NEE Position: Q1 2024 in Review

Arlington Partners sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 696 shares — an estimated $42.3K sold.

Arlington Partners first reported a position in NEE in Q1 2018 and held it in 24 quarters. The position peaked at $267K in Q1 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Arlington Partners reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 696 NextEra Energy shares in Q1 2024, an estimated $42.3K.
Arlington Partners first reported a position in NextEra Energy in Q1 2018 and held it in 24 quarters.
Arlington Partners's NextEra Energy position peaked at $267K in Q1 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.