Autonomy Capital (Jersey)’s NextEra Energy NEE Stock Holding History

Autonomy Capital (Jersey)’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 Q4	$2.79M	Hold	46,001	–	–	5.1%	8
2023 Q3	$2.64M	Hold	46,001	–	–	6.27%	8
2023 Q2	$3.41M	Hold	46,001	–	–	3.12%	11
2023 Q1	$3.55M	Buy	46,001 +3,295	+8%	+$253K	5.05%	9
2022 Q4	$3.57M	Buy	42,706 +3,292	+8%	+$266K	5.86%	8
2022 Q3	$3.09M	Buy	39,414 +4,545	+13%	+$386K	1.27%	8
2022 Q2	$2.7M	Buy	+34,869	New	+$2.65M	12.78%	4
2021 Q4	–	Sell	-70,159	Closed	-$5.51M	–	22
2021 Q3	$5.51M	Sell	70,159 -4,076	-5%	-$329K	3%	7
2021 Q2	$5.44M	Buy	+74,235	New	+$5.57M	1.64%	10

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Autonomy Capital (Jersey)'s NEE Position: Q4 2023 in Review

Autonomy Capital (Jersey) held its NextEra Energy (NEE) position steady in Q4 2023 at 46,001 shares worth $2.79M. The position accounts for 5.1% of the portfolio, ranked #8.

Autonomy Capital (Jersey) first reported a position in NEE in Q2 2021 and has held it in 9 quarters since. The position peaked at $5.51M in Q3 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Autonomy Capital (Jersey) held 46,001 shares of NextEra Energy worth $2.79M as of Q4 2023.
Autonomy Capital (Jersey) left its NextEra Energy share count unchanged in Q4 2023.
NextEra Energy made up 5.1% of Autonomy Capital (Jersey)'s portfolio in Q4 2023, its #8 holding.
Autonomy Capital (Jersey) first reported a position in NextEra Energy in Q2 2021 and has held it in 9 quarters since.
Autonomy Capital (Jersey)'s NextEra Energy position peaked at $5.51M in Q3 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Autonomy Capital (Jersey)'s 13F filing for Q4 2023, filed 14 Feb 2024.