Cavalry Management Group’s NextEra Energy NEE Stock Holding History

Cavalry Management Group’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 Q2	–	Sell	-13,639	Closed	-$872K	–	22
2024 Q1	$872K	Sell	13,639 -1,330	-9%	-$77.9K	0.12%	11
2023 Q4	$909K	Buy	14,969 +8,341	+126%	+$475K	45.08%	2
2023 Q3	$380K	Buy	6,628 +2,028	+44%	+$140K	49.34%	2
2023 Q2	$341K	Buy	4,600 +617	+15%	+$46.7K	0.15%	17
2023 Q1	$307K	Buy	+3,983	New	+$306K	0.18%	17
2022 Q4	–	Sell	-2,801	Closed	-$220K	–	33
2022 Q3	$220K	Hold	2,801	–	–	0.03%	34
2022 Q2	$217K	Hold	2,801	–	–	0.02%	31
2022 Q1	$237K	Buy	+2,801	New	+$224K	0.02%	33

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cavalry Management Group's NEE Position: Q2 2024 in Review

Cavalry Management Group sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 13,639 shares — an estimated $872K sold.

Cavalry Management Group first reported a position in NEE in Q1 2022 and held it in 8 quarters. The position peaked at $909K in Q4 2023. 2,545 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Cavalry Management Group reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Cavalry Management Group sold 13,639 NextEra Energy shares in Q2 2024, an estimated $872K.
Cavalry Management Group first reported a position in NextEra Energy in Q1 2022 and held it in 8 quarters.
Cavalry Management Group's NextEra Energy position peaked at $909K in Q4 2023.
2,545 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Cavalry Management Group's 13F filing for Q2 2024, filed 20 Sep 2024.