Barden Capital Management’s NextEra Energy NEE Stock Holding History

Barden Capital 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
2024 Q1	–	Sell	-9,921	Closed	-$566K	–	69
2023 Q4	$566K	Hold	9,921	–	–	0.46%	60
2023 Q3	$566K	Buy	9,921 +358	+4%	+$24.8K	0.55%	58
2023 Q2	$710K	Buy	9,563 +448	+5%	+$33.9K	0.78%	54
2023 Q1	$703K	Buy	9,115 +139	+2%	+$10.7K	0.67%	58
2022 Q4	$750K	Buy	8,976 +46	+0.5%	+$3.72K	0.77%	53
2022 Q3	$700K	Buy	+8,930	New	+$758K	0.82%	51

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Barden Capital Management's NEE Position: Q1 2024 in Review

Barden Capital Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 9,921 shares — an estimated $566K sold.

Barden Capital Management first reported a position in NEE in Q3 2022 and held it in 6 quarters. The position peaked at $750K in Q4 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Barden Capital Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Barden Capital Management sold 9,921 NextEra Energy shares in Q1 2024, an estimated $566K.
Barden Capital Management first reported a position in NextEra Energy in Q3 2022 and held it in 6 quarters.
Barden Capital Management's NextEra Energy position peaked at $750K in Q4 2022.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Barden Capital Management's 13F filing for Q1 2024, filed 9 May 2024.