Atalanta Sosnoff Capital’s NextEra Energy NEE Stock Holding History

Atalanta Sosnoff Capital’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	-672,421	Closed	-$49.9M	–	105
2023 Q2	$49.9M	Sell	672,421 -72,755	-10%	-$5.51M	1.35%	24
2023 Q1	$57.4M	Sell	745,176 -48,759	-6%	-$3.75M	1.67%	17
2022 Q4	$66.4M	Buy	793,935 +378,385	+91%	+$30.6M	2.04%	15
2022 Q3	$32.6M	Buy	+415,550	New	+$35.3M	1.03%	36
2022 Q2	–	Sell	-4,787	Closed	-$406K	–	111
2022 Q1	$406K	Buy	+4,787	New	+$384K	0.01%	91
2021 Q2	–	Sell	-485,982	Closed	-$36.7M	–	102
2021 Q1	$36.7M	Sell	485,982 -254,982	-34%	-$19.9M	0.91%	43
2020 Q4	$57.2M	Buy	740,964 +241,020	+48%	+$18M	1.46%	23
2020 Q3	$34.7M	Buy	499,944 +490,224	+5,043%	+$33.8M	0.98%	37
2020 Q2	$584K	Buy	+9,720	New	+$582K	0.02%	86

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atalanta Sosnoff Capital's NEE Position: Q3 2023 in Review

Atalanta Sosnoff Capital sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 672,421 shares — an estimated $49.9M sold.

Atalanta Sosnoff Capital first reported a position in NEE in Q2 2020 and held it in 9 quarters. The position peaked at $66.4M in Q4 2022. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Atalanta Sosnoff Capital reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Atalanta Sosnoff Capital sold 672,421 NextEra Energy shares in Q3 2023, an estimated $49.9M.
Atalanta Sosnoff Capital first reported a position in NextEra Energy in Q2 2020 and held it in 9 quarters.
Atalanta Sosnoff Capital's NextEra Energy position peaked at $66.4M in Q4 2022.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Atalanta Sosnoff Capital's 13F filing for Q3 2023, filed 13 Nov 2023.