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Clarity Financial’s NextEra Energy NEE Stock Holding History

Clarity Financial’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
-3,995
Closed -$243K – 125
2023
Q4 		$243K Sell
3,995
-1,059
-21% -$60.4K 0.04% 99
2023
Q3 		$290K Sell
5,054
-169,304
-97% -$11.7M 0.05% 94
2023
Q2 		$12.9M Buy
174,358
+162,208
+1,335% +$12.3M 1.84% 15
2023
Q1 		$937K Sell
12,150
-66,687
-85% -$5.13M 3.46% 7
2022
Q4 		$6.59M Buy
78,837
+13,357
+20% +$1.08M 1.27% 19
2022
Q3 		$5.13M Sell
65,480
-27,118
-29% -$2.3M 1.2% 24
2022
Q2 		$7.17M Buy
92,598
+11,189
+14% +$852K 1.56% 22
2022
Q1 		$6.9M Buy
81,409
+2,252
+3% +$180K 1.4% 24
2021
Q4 		$7.39M Buy
79,157
+305
+0.4% +$26.4K 1.15% 31
2021
Q3 		$6.19M Buy
78,852
+43,877
+125% +$3.54M 1.01% 29
2021
Q2 		$2.56M Sell
34,975
-25,199
-42% -$1.89M 0.49% 49
2021
Q1 		$4.55M Buy
+60,174
New +$4.7M 0.92% 31

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarity Financial's NEE Position: Q1 2024 in Review

Clarity Financial sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 3,995 shares — an estimated $243K sold.

Clarity Financial first reported a position in NEE in Q1 2021 and held it in 12 quarters. The position peaked at $12.9M in Q2 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Clarity Financial reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Clarity Financial sold 3,995 NextEra Energy shares in Q1 2024, an estimated $243K.
  • Clarity Financial first reported a position in NextEra Energy in Q1 2021 and held it in 12 quarters.
  • Clarity Financial's NextEra Energy position peaked at $12.9M in Q2 2023.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Clarity Financial's 13F filing for Q1 2024, filed 15 Apr 2024.