CEDRUS’s NextEra Energy NEE Stock Holding History

CEDRUS’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	$396K	Buy	4,686 +810	+21%	+$63.2K	0.15%	115
2024 Q2	$274K	Sell	3,876 -125	-3%	-$8.87K	0.14%	131
2024 Q1	$256K	Sell	4,001 -314	-7%	-$18.4K	0.14%	129
2023 Q4	$262K	Buy	+4,315	New	+$246K	0.16%	130
2023 Q3	–	Sell	-3,045	Closed	-$226K	–	146
2023 Q2	$226K	Buy	3,045 +25	+0.8%	+$1.89K	0.16%	136
2023 Q1	$233K	Sell	3,020 -102	-3%	-$7.84K	0.16%	142
2022 Q4	$261K	Buy	3,122 +127	+4%	+$10.3K	0.21%	114
2022 Q3	$235K	Sell	2,995 -89	-3%	-$7.55K	0.22%	102
2022 Q2	$239K	Buy	3,084 +51	+2%	+$3.88K	0.23%	97
2022 Q1	$257K	Buy	3,033 +415	+16%	+$33.3K	0.23%	111
2021 Q4	$244K	Buy	+2,618	New	+$226K	0.24%	125

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 $1.56T 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

CEDRUS's NEE Position: Q3 2024 in Review

CEDRUS increased its NextEra Energy (NEE) stake by 21% in Q3 2024, buying an estimated $63.2K and bringing the position to 4,686 shares worth $396K. The position accounts for 0.15% of the portfolio, ranked #115.

CEDRUS first reported a position in NEE in Q4 2021 and has held it in 11 quarters since. 2,664 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

CEDRUS held 4,686 shares of NextEra Energy worth $396K as of Q3 2024.
CEDRUS bought 810 NextEra Energy shares in Q3 2024, an estimated $63.2K.
NextEra Energy made up 0.15% of CEDRUS's portfolio in Q3 2024, its #115 holding.
CEDRUS first reported a position in NextEra Energy in Q4 2021 and has held it in 11 quarters since.
2,664 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.