Camden Asset Management’s NextEra Energy NEE Stock Holding History

Camden Asset 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	-138,319	Closed	-$9.79M	–	97
2024 Q2	$9.79M	Sell	138,319 -310,795	-69%	-$22.1M	0.3%	73
2024 Q1	$28.7M	Sell	449,114 -249,212	-36%	-$14.6M	1.04%	42
2023 Q4	$42.4M	Sell	698,326 -9,500	-1%	-$541K	1.31%	32
2023 Q3	$40.6M	Buy	+707,826	New	+$49M	1.51%	25
2019 Q2	–	Sell	-525,000	Closed	-$25.4M	–	95
2019 Q1	$25.4M	Buy	525,000 +377,480	+256%	+$17.3M	0.76%	41
2018 Q4	$6.41M	Sell	147,520 -506,800	-77%	-$22.2M	0.18%	68
2018 Q3	$27.4M	Buy	+654,320	New	+$27.9M	0.77%	42

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

Camden Asset Management's NEE Position: Q3 2024 in Review

Camden Asset Management sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 138,319 shares — an estimated $9.79M sold.

Camden Asset Management first reported a position in NEE in Q3 2018 and held it in 7 quarters. The position peaked at $42.4M in Q4 2023. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Camden Asset Management reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Camden Asset Management sold 138,319 NextEra Energy shares in Q3 2024, an estimated $9.79M.
Camden Asset Management first reported a position in NextEra Energy in Q3 2018 and held it in 7 quarters.
Camden Asset Management's NextEra Energy position peaked at $42.4M in Q4 2023.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Camden Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.