Bornite Capital Management’s NextEra Energy NEE Stock Holding History

Bornite 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 Q3	–	Sell	-150,000	Closed	-$10.6M	–	60
2024 Q2	$10.6M	Buy	+150,000	New	+$10.6M	1.75%	27
2023 Q3	–	Sell	-5,000	Closed	-$371K	–	53
2023 Q2	$371K	Hold	5,000	–	–	0.07%	44
2023 Q1	$385K	Buy	+5,000	New	+$385K	0.13%	41

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bornite Capital Management's NEE Position: Q3 2024 in Review

Bornite Capital Management sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 150,000 shares — an estimated $10.6M sold.

Bornite Capital Management first reported a position in NEE in Q1 2023 and held it in 3 quarters. The position peaked at $10.6M in Q2 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Bornite Capital Management reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Bornite Capital Management sold 150,000 NextEra Energy shares in Q3 2024, an estimated $10.6M.
Bornite Capital Management first reported a position in NextEra Energy in Q1 2023 and held it in 3 quarters.
Bornite Capital Management's NextEra Energy position peaked at $10.6M in Q2 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Bornite Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.