Cipher Capital’s NextEra Energy NEE Stock Holding History

Cipher Capital’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	$829K	Sell	12,967 -5,650	-30%	-$331K	0.38%	65
2023 Q4	$1.13M	Buy	18,617 +9,721	+109%	+$554K	0.37%	70
2023 Q3	$510K	Sell	8,896 -12,873	-59%	-$891K	0.36%	89
2023 Q2	$1.62M	Buy	21,769 +14,400	+195%	+$1.09M	0.28%	124
2023 Q1	$568K	Buy	7,369 +2,536	+52%	+$195K	0.1%	293
2022 Q4	$404K	Buy	+4,833	New	+$390K	0.08%	322
2022 Q3	–	Sell	-22,605	Closed	-$1.75M	–	552
2022 Q2	$1.75M	Buy	+22,605	New	+$1.72M	0.4%	86
2021 Q2	$1.14M	Sell	15,554 -45,138	-74%	-$3.39M	0.63%	44
2021 Q1	$4.59M	Sell	60,692 -35,626	-37%	-$2.78M	0.54%	36
2020 Q4	$7.43M	Buy	+96,318	New	+$7.21M	0.9%	17
2020 Q3	–	Sell	-14,688	Closed	-$882K	–	592
2020 Q2	$882K	Buy	+14,688	New	+$879K	0.14%	207
2019 Q2	–	Sell	-55,316	Closed	-$2.67M	–	605
2019 Q1	$2.67M	Buy	+55,316	New	+$2.53M	0.21%	152
2017 Q1	–	Sell	-203,576	Closed	-$6.08M	–	661
2016 Q4	$6.08M	Buy	+203,576	New	+$6.08M	0.41%	48
2016 Q1	–	Sell	-182,680	Closed	-$4.75M	–	739
2015 Q4	$4.75M	Sell	182,680 -43,912	-19%	-$1.11M	0.67%	24
2015 Q3	$5.53M	Buy	+226,592	New	+$5.76M	0.78%	17
2015 Q2	–	Sell	-77,456	Closed	-$2.02M	–	578
2015 Q1	$2.02M	Buy	+77,456	New	+$2.04M	0.33%	94

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

Cipher Capital's NEE Position: Q1 2024 in Review

Cipher Capital reduced its NextEra Energy (NEE) stake by 30% in Q1 2024, selling an estimated $331K and leaving 12,967 shares worth $829K. The position accounts for 0.38% of the portfolio, ranked #65.

Cipher Capital first reported a position in NEE in Q1 2015 and has held it in 16 quarters since. The position peaked at $7.43M in Q4 2020. 2,464 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Cipher Capital held 12,967 shares of NextEra Energy worth $829K as of Q1 2024.
Cipher Capital sold 5,650 NextEra Energy shares in Q1 2024, an estimated $331K.
NextEra Energy made up 0.38% of Cipher Capital's portfolio in Q1 2024, its #65 holding.
Cipher Capital first reported a position in NextEra Energy in Q1 2015 and has held it in 16 quarters since.
Cipher Capital's NextEra Energy position peaked at $7.43M in Q4 2020.
2,464 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.