Bluefin Capital Management’s NextEra Energy NEE Stock Holding History

Bluefin 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	-41,100	Closed	-$3.08K	–	248
2023 Q4	$3.08K	Buy	41,100 +9,200	+29%	+$524K	﹤0.01%	207
2023 Q3	$798	Buy	+31,900	New	+$2.21M	﹤0.01%	183
2021 Q4	–	Sell	-82,700	Closed	-$11K	–	1028
2021 Q3	$11K	Buy	+82,700	New	+$6.67M	﹤0.01%	652

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

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

Bluefin Capital Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 131 shares — an estimated $7.99K sold.

Bluefin Capital Management first reported a position in NEE in Q4 2016 and held it in 6 quarters. The position peaked at $3.13M in Q4 2019. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Bluefin Capital Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Bluefin Capital Management sold 131 NextEra Energy shares in Q1 2024, an estimated $7.99K.
Bluefin Capital Management first reported a position in NextEra Energy in Q4 2016 and held it in 6 quarters.
Bluefin Capital Management's NextEra Energy position peaked at $3.13M in Q4 2019.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Bluefin Capital Management's 13F filing for Q1 2024, filed 15 May 2024.