Charles D. Hyman’s NextEra Energy NEE Stock Holding History

Charles D. Hyman’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	$3.73M	Sell	52,688 -1,220	-2%	-$86.6K	0.21%	74
2024 Q1	$3.44M	Sell	53,908 -1,640	-3%	-$96.1K	0.19%	79
2023 Q4	$3.37M	Hold	55,548	–	–	0.2%	78
2023 Q3	$3.18M	Sell	55,548 -750	-1%	-$51.9K	0.21%	77
2023 Q2	$4.18M	Hold	56,298	–	–	0.26%	64
2023 Q1	$4.34M	Sell	56,298 -1,788	-3%	-$138K	0.29%	66
2022 Q4	$4.86M	Sell	58,086 -2,097	-3%	-$169K	0.33%	55
2022 Q3	$4.72M	Buy	60,183 +40	+0.1%	+$3.39K	0.36%	54
2022 Q2	$4.66M	Sell	60,143 -1,203	-2%	-$91.6K	0.34%	59
2022 Q1	$5.2M	Buy	61,346 +5,959	+11%	+$478K	0.33%	59
2021 Q4	$5.17M	Buy	55,387 +1,502	+3%	+$130K	0.33%	58
2021 Q3	$4.23M	Buy	53,885 +7,065	+15%	+$570K	0.3%	62
2021 Q2	$3.43M	Sell	46,820 -528	-1%	-$39.6K	0.24%	73
2021 Q1	$3.58M	Hold	47,348	–	–	0.26%	72
2020 Q4	$3.65M	Sell	47,348 -1,904	-4%	-$142K	0.29%	66
2020 Q3	$3.42M	Sell	49,252 -104	-0.2%	-$7.18K	0.3%	65
2020 Q2	$2.96M	Buy	49,356 +37,400	+313%	+$2.24M	0.29%	67
2020 Q1	$719K	Hold	11,956	–	–	0.09%	100
2019 Q4	$724K	Buy	11,956 +144	+1%	+$8.41K	0.07%	107
2019 Q3	$688K	Sell	11,812 -400	-3%	-$21.6K	0.07%	106
2019 Q2	$625K	Sell	12,212 -200	-2%	-$9.84K	0.07%	112
2019 Q1	$600K	Hold	12,412	–	–	0.06%	120
2018 Q4	$539K	Hold	12,412	–	–	0.06%	114
2018 Q3	$520K	Sell	12,412 -320	-3%	-$13.6K	0.05%	118
2018 Q2	$532K	Sell	12,732 -200	-2%	-$8.08K	0.06%	116
2018 Q1	$528K	Buy	12,932 +720	+6%	+$27.8K	0.06%	115
2017 Q4	$477K	Sell	12,212 -60	-0.5%	-$2.32K	0.05%	117
2017 Q3	$450K	Buy	12,272 +60	+0.5%	+$2.2K	0.06%	113
2017 Q2	$428K	Hold	12,212	–	–	0.05%	110
2017 Q1	$392K	Sell	12,212 -572	-4%	-$18K	0.05%	113
2016 Q4	$382K	Buy	12,784 +324	+3%	+$9.68K	0.05%	112
2016 Q3	$381K	Hold	12,460	–	–	0.06%	115
2016 Q2	$406K	Hold	12,460	–	–	0.06%	115
2016 Q1	$369K	Hold	12,460	–	–	0.06%	114
2015 Q4	$324K	Sell	12,460 -400	-3%	-$10.1K	0.05%	119
2015 Q3	$314K	Hold	12,860	–	–	0.06%	122
2015 Q2	$315K	Sell	12,860 -640	-5%	-$16.3K	0.05%	125
2015 Q1	$351K	Hold	13,500	–	–	0.06%	121
2014 Q4	$359K	Hold	13,500	–	–	0.06%	118
2014 Q3	$317K	Hold	13,500	–	–	0.05%	118
2014 Q2	$346K	Hold	13,500	–	–	0.06%	115
2014 Q1	$323K	Hold	13,500	–	–	0.06%	114
2013 Q4	$289K	Buy	13,500 +2,140	+19%	+$45.1K	0.05%	116
2013 Q3	$228K	Hold	11,360	–	–	0.05%	124
2013 Q2	$231K	Buy	+11,360	New	+$225K	0.05%	124

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

Charles D. Hyman's NEE Position: Q2 2024 in Review

Charles D. Hyman reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2024, selling an estimated $86.6K and leaving 52,688 shares worth $3.73M. The position accounts for 0.21% of the portfolio, ranked #74.

Charles D. Hyman first reported a position in NEE in Q2 2013 and has held it in 45 quarters since. The position peaked at $5.2M in Q1 2022. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Charles D. Hyman held 52,688 shares of NextEra Energy worth $3.73M as of Q2 2024.
Charles D. Hyman sold 1,220 NextEra Energy shares in Q2 2024, an estimated $86.6K.
NextEra Energy made up 0.21% of Charles D. Hyman's portfolio in Q2 2024, its #74 holding.
Charles D. Hyman first reported a position in NextEra Energy in Q2 2013 and has held it in 45 quarters since.
Charles D. Hyman's NextEra Energy position peaked at $5.2M in Q1 2022.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.