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	-4,300	Closed	-$304K	–	449
2024 Q2	$304K	Sell	4,300 -20,600	-83%	-$1.46M	0.1%	133
2024 Q1	$1.59M	Buy	24,900 +13,800	+124%	+$808K	0.12%	182
2023 Q4	$674K	Buy	+11,100	New	+$633K	0.07%	237
2023 Q3	–	Sell	-2,700	Closed	-$200K	–	748
2023 Q2	$200K	Sell	2,700 -25,500	-90%	-$1.93M	0.01%	533
2023 Q1	$2.17M	Buy	28,200 +13,600	+93%	+$1.05M	0.12%	191
2022 Q4	$1.22M	Buy	+14,600	New	+$1.18M	0.07%	258
2022 Q1	–	Sell	-2,500	Closed	-$233K	–	846
2021 Q4	$233K	Hold	2,500	–	–	0.01%	646
2021 Q3	$196K	Hold	2,500	–	–	﹤0.01%	737
2021 Q2	$183K	Hold	2,500	–	–	﹤0.01%	886
2021 Q1	$189K	Buy	+2,500	New	+$195K	﹤0.01%	1052

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.