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 Q3	–	Sell	-5,700	Closed	-$404K	–	448
2024 Q2	$404K	Sell	5,700 -23,100	-80%	-$1.64M	0.13%	116
2024 Q1	$1.84M	Buy	28,800 +21,400	+289%	+$1.25M	0.14%	170
2023 Q4	$449K	Buy	+7,400	New	+$422K	0.05%	284
2023 Q3	–	Sell	-700	Closed	-$51.9K	–	747
2023 Q2	$51.9K	Sell	700 -33,300	-98%	-$2.52M	﹤0.01%	605
2023 Q1	$2.62M	Buy	34,000 +8,200	+32%	+$631K	0.14%	160
2022 Q4	$2.16M	Buy	+25,800	New	+$2.08M	0.13%	184
2022 Q1	–	Sell	-2,700	Closed	-$252K	–	845
2021 Q4	$252K	Hold	2,700	–	–	0.01%	639
2021 Q3	$212K	Hold	2,700	–	–	﹤0.01%	726
2021 Q2	$198K	Hold	2,700	–	–	﹤0.01%	876
2021 Q1	$204K	Buy	+2,700	New	+$211K	﹤0.01%	1039

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

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.