Autus Asset Management’s NextEra Energy NEE Stock Holding History

Autus Asset Management’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 Q4	$6.71M	Buy	80,259 +499	+0.6%	+$40.3K	1.21%	29
2022 Q3	$6.25M	Buy	79,760 +1,424	+2%	+$121K	1.2%	29
2022 Q2	$6.07M	Buy	78,336 +2,209	+3%	+$168K	1.08%	40
2022 Q1	$6.45M	Sell	76,127 -16,505	-18%	-$1.32M	0.97%	42
2021 Q4	$8.65M	Buy	92,632 +767	+0.8%	+$66.3K	0.87%	48
2021 Q3	$7.21M	Buy	91,865 +3,190	+4%	+$257K	0.79%	50
2021 Q2	$6.5M	Buy	88,675 +4,496	+5%	+$337K	0.71%	57
2021 Q1	$6.37M	Buy	84,179 +10,507	+14%	+$820K	0.75%	57
2020 Q4	$5.68M	Buy	73,672 +8,872	+14%	+$664K	0.73%	57
2020 Q3	$4.5M	Buy	64,800 +25,756	+66%	+$1.78M	0.6%	59
2020 Q2	$2.34M	Buy	39,044 +34,740	+807%	+$2.08M	0.34%	70
2020 Q1	$259K	Sell	4,304 -328	-7%	-$20.6K	0.05%	125
2019 Q4	$281K	Sell	4,632 -16	-0.3%	-$934	0.04%	138
2019 Q3	$271K	Buy	4,648 +356	+8%	+$19.3K	0.04%	138
2019 Q2	$220K	Buy	4,292 +96	+2%	+$4.72K	0.03%	148
2019 Q1	$203K	Sell	4,196 -500	-11%	-$22.9K	0.03%	151
2018 Q4	$204K	Buy	+4,696	New	+$205K	0.04%	145
2018 Q3	–	Sell	-5,496	Closed	-$229K	–	155
2018 Q2	$229K	Buy	+5,496	New	+$222K	0.04%	146

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

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

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

Autus Asset Management's NEE Position: Q4 2022 in Review

Autus Asset Management increased its NextEra Energy (NEE) stake by 0.63% in Q4 2022, buying an estimated $40.3K and bringing the position to 80,259 shares worth $6.71M. The position accounts for 1.21% of the portfolio, ranked #29.

Autus Asset Management first reported a position in NEE in Q2 2018 and has held it in 18 quarters since. The position peaked at $8.65M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Autus Asset Management held 80,259 shares of NextEra Energy worth $6.71M as of Q4 2022.
Autus Asset Management bought 499 NextEra Energy shares in Q4 2022, an estimated $40.3K.
NextEra Energy made up 1.21% of Autus Asset Management's portfolio in Q4 2022, its #29 holding.
Autus Asset Management first reported a position in NextEra Energy in Q2 2018 and has held it in 18 quarters since.
Autus Asset Management's NextEra Energy position peaked at $8.65M in Q4 2021.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.