Athanor Capital’s NextEra Energy NEE Stock Holding History

Athanor 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
2021 Q2	–	Sell	-396,790	Closed	-$30M	–	649
2021 Q1	$30M	Sell	396,790 -393,056	-50%	-$30.7M	0.7%	27
2020 Q4	$60.9M	Sell	789,846 -91,782	-10%	-$6.87M	1.38%	10
2020 Q3	$61.2M	Buy	881,628 +348,660	+65%	+$24.1M	2.33%	6
2020 Q2	$32M	Buy	532,968 +471,132	+762%	+$28.2M	1.62%	15
2020 Q1	$3.72M	Buy	61,836 +47,036	+318%	+$2.96M	0.24%	70
2019 Q4	$896K	Buy	+14,800	New	+$864K	0.04%	171
2018 Q1	–	Sell	-256,000	Closed	-$10M	–	82
2017 Q4	$10M	Buy	+256,000	New	+$9.88M	4.72%	6

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Athanor Capital's NEE Position: Q2 2021 in Review

Athanor Capital sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 396,790 shares — an estimated $30M sold.

Athanor Capital first reported a position in NEE in Q4 2017 and held it in 7 quarters. The position peaked at $61.2M in Q3 2020. 2,145 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Athanor Capital reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Athanor Capital sold 396,790 NextEra Energy shares in Q2 2021, an estimated $30M.
Athanor Capital first reported a position in NextEra Energy in Q4 2017 and held it in 7 quarters.
Athanor Capital's NextEra Energy position peaked at $61.2M in Q3 2020.
2,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Athanor Capital's 13F filing for Q2 2021, filed 16 Aug 2021.