B&D White Capital Company’s NextEra Energy NEE Stock Holding History

B&D White Capital Company’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	–	Sell	-3,620	Closed	-$207K	–	76
2023 Q3	$207K	Buy	+3,620	New	+$251K	0.08%	62
2022 Q1	–	Sell	-41,170	Closed	-$3.84M	–	72
2021 Q4	$3.84M	Buy	41,170 +2,428	+6%	+$210K	1.26%	14
2021 Q3	$3.04M	Buy	+38,742	New	+$3.12M	1.17%	31
2021 Q2	–	Sell	-26,632	Closed	-$1.96M	–	50
2021 Q1	$1.96M	Buy	26,632 +4,206	+19%	+$328K	1.04%	21
2020 Q4	$1.73M	Buy	+22,426	New	+$1.68M	0.98%	21

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

B&D White Capital Company's NEE Position: Q4 2023 in Review

B&D White Capital Company sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 3,620 shares — an estimated $207K sold.

B&D White Capital Company first reported a position in NEE in Q4 2020 and held it in 5 quarters. The position peaked at $3.84M in Q4 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

B&D White Capital Company reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
B&D White Capital Company sold 3,620 NextEra Energy shares in Q4 2023, an estimated $207K.
B&D White Capital Company first reported a position in NextEra Energy in Q4 2020 and held it in 5 quarters.
B&D White Capital Company's NextEra Energy position peaked at $3.84M in Q4 2021.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on B&D White Capital Company's 13F filing for Q4 2023, filed 30 Jan 2024.