Artisan Partners’s NextEra Energy NEE Stock Holding History

Artisan 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
2022 Q3	–	Sell	-1,333,000	Closed	-$103M	–	324
2022 Q2	$103M	Buy	+1,333,000	New	+$101M	0.17%	134

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Artisan Partners's NEE Position: Q2 2024 in Review

Artisan Partners sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 1,869,637 shares — an estimated $119M sold.

Artisan Partners first reported a position in NEE in Q3 2019 and held it in 19 quarters. The position peaked at $1.22B in Q3 2022. 2,541 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Artisan Partners reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Artisan Partners sold 1,869,637 NextEra Energy shares in Q2 2024, an estimated $119M.
Artisan Partners first reported a position in NextEra Energy in Q3 2019 and held it in 19 quarters.
Artisan Partners's NextEra Energy position peaked at $1.22B in Q3 2022.
2,541 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Artisan Partners's 13F filing for Q2 2024, filed 12 Aug 2024.