Chartwell Investment Partners’s NextEra Energy NEE Stock Holding History

Chartwell Investment Partners’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 Q1	–	Sell	-178,584	Closed	-$10.8M	–	434
2023 Q4	$10.8M	Sell	178,584 -1,456	-0.8%	-$83K	0.38%	86
2023 Q3	$10.3M	Sell	180,040 -267	-0.1%	-$18.5K	0.4%	75
2023 Q2	$13.4M	Buy	180,307 +6,940	+4%	+$525K	0.48%	47
2023 Q1	$13.4M	Buy	173,367 +31,019	+22%	+$2.39M	0.51%	52
2022 Q4	$11.9M	Buy	142,348 +22,394	+19%	+$1.81M	0.47%	63
2022 Q3	$9.41M	Buy	119,954 +863	+0.7%	+$73.2K	0.4%	81
2022 Q2	$9.22M	Buy	119,091 +96,418	+425%	+$7.34M	0.37%	92
2022 Q1	$1.92M	Buy	22,673 +1,326	+6%	+$106K	0.06%	302
2021 Q4	$1.99M	Sell	21,347 -110	-0.5%	-$9.51K	0.06%	307
2021 Q3	$1.69M	Sell	21,457 -38,980	-64%	-$3.14M	0.05%	320
2021 Q2	$4.43M	Buy	+60,437	New	+$4.54M	0.13%	219

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chartwell Investment Partners's NEE Position: Q1 2024 in Review

Chartwell Investment Partners sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 178,584 shares — an estimated $10.8M sold.

Chartwell Investment Partners first reported a position in NEE in Q2 2021 and held it in 11 quarters. The position peaked at $13.4M in Q2 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Chartwell Investment Partners reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Chartwell Investment Partners sold 178,584 NextEra Energy shares in Q1 2024, an estimated $10.8M.
Chartwell Investment Partners first reported a position in NextEra Energy in Q2 2021 and held it in 11 quarters.
Chartwell Investment Partners's NextEra Energy position peaked at $13.4M in Q2 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Chartwell Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.