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CAAS Capital Management’s NextEra Energy NEE Stock Holding History

CAAS 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
-2,500
Closed -$146K – 610
2023
Q4 		$152K Buy
+2,500
New +$142K 0.02% 365
2021
Q2 		– Sell
-1,100
Closed -$82.6K – 1196
2021
Q1 		$83K Buy
+1,100
New +$85.8K ﹤0.01% 1105

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CAAS Capital Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 2,500 shares — an estimated $146K sold.

CAAS Capital Management first reported a position in NEE in Q1 2021 and held it in 2 quarters. The position peaked at $152K in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • CAAS Capital Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • CAAS Capital Management sold 2,500 NextEra Energy shares in Q1 2024, an estimated $146K.
  • CAAS Capital Management first reported a position in NextEra Energy in Q1 2021 and held it in 2 quarters.
  • CAAS Capital Management's NextEra Energy position peaked at $152K in Q4 2023.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on CAAS Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.