Bessemer Securities’s NextEra Energy NEE Stock Holding History

Bessemer Securities’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	-12,667	Closed	-$726K	–	81
2023 Q3	$726K	Sell	12,667 -9,760	-44%	-$676K	1.01%	21
2023 Q2	$1.66M	Sell	22,427 -8,600	-28%	-$651K	1.11%	19
2023 Q1	$2.39M	Sell	31,027 -2,700	-8%	-$208K	1.12%	16
2022 Q4	$2.82M	Buy	33,727 +15,000	+80%	+$1.21M	1.26%	17
2022 Q3	$1.47M	Hold	18,727	–	–	0.53%	51
2022 Q2	$1.45M	Hold	18,727	–	–	0.51%	56
2022 Q1	$1.59M	Hold	18,727	–	–	0.46%	61
2021 Q4	$1.75M	Buy	18,727 +2,329	+14%	+$201K	0.47%	58
2021 Q3	$1.29M	Hold	16,398	–	–	0.44%	65
2021 Q2	$1.2M	Hold	16,398	–	–	0.47%	55
2021 Q1	$1.24M	Buy	16,398 +8,110	+98%	+$633K	0.52%	54
2020 Q4	$639K	Hold	8,288	–	–	0.27%	47
2020 Q3	$575K	Buy	8,288 +1,000	+14%	+$69K	0.27%	47
2020 Q2	$438K	Buy	7,288 +1,400	+24%	+$83.8K	0.22%	58
2020 Q1	$354K	Buy	+5,888	New	+$370K	0.18%	76
2019 Q3	–	Sell	-1,300	Closed	-$67K	–	112
2019 Q2	$67K	Sell	1,300 -4,300	-77%	-$212K	0.03%	103
2019 Q1	$271K	Hold	5,600	–	–	0.09%	88
2018 Q4	$243K	Buy	+5,600	New	+$245K	0.09%	92

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

Bessemer Securities's NEE Position: Q4 2023 in Review

Bessemer Securities sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 12,667 shares — an estimated $726K sold.

Bessemer Securities first reported a position in NEE in Q4 2018 and held it in 18 quarters. The position peaked at $2.82M in Q4 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Bessemer Securities reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 12,667 NextEra Energy shares in Q4 2023, an estimated $726K.
Bessemer Securities first reported a position in NextEra Energy in Q4 2018 and held it in 18 quarters.
Bessemer Securities's NextEra Energy position peaked at $2.82M in Q4 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.