ClariVest Asset Management’s NextEra Energy NEE Stock Holding History

ClariVest Asset Management’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	$1.89K	Hold	26	–	–	﹤0.01%	531
2024 Q2	$1.89K	Sell	26 -42	-62%	-$2.98K	﹤0.01%	531
2024 Q1	$4.34K	Buy	68 +31	+84%	+$1.82K	﹤0.01%	488
2023 Q4	$2.25K	Buy	37 +22	+147%	+$1.25K	﹤0.01%	538
2023 Q3	$1K	Sell	15 -33	-69%	-$2.29K	﹤0.01%	678
2023 Q2	$4K	Sell	48 -10	-17%	-$757	﹤0.01%	448
2023 Q1	$4K	Sell	58 -5	-8%	-$385	﹤0.01%	506
2022 Q4	$6K	Hold	63	–	–	﹤0.01%	488
2022 Q3	$5K	Hold	63	–	–	﹤0.01%	479
2022 Q2	$4K	Buy	63 +11	+21%	+$837	﹤0.01%	508
2022 Q1	$5K	Buy	52 +17	+49%	+$1.36K	﹤0.01%	537
2021 Q4	$3K	Hold	35	–	–	﹤0.01%	609
2021 Q3	$3K	Hold	35	–	–	﹤0.01%	603
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	624
2021 Q1	$3K	Sell	35 -55	-61%	-$4.29K	﹤0.01%	577
2020 Q4	$7K	Buy	90 +18	+25%	+$1.35K	﹤0.01%	567
2020 Q3	$4K	Hold	72	–	–	﹤0.01%	571
2020 Q2	$4K	Hold	72	–	–	﹤0.01%	649
2020 Q1	$4K	Buy	72 +28	+64%	+$1.76K	﹤0.01%	586
2019 Q4	$2K	Sell	44 -3,396	-99%	-$198K	﹤0.01%	581
2019 Q3	$200K	Buy	+3,440	New	+$186K	﹤0.01%	491

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

ClariVest Asset Management's NEE Position: Q3 2024 in Review

ClariVest Asset Management held its NextEra Energy (NEE) position steady in Q3 2024 at 26 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

ClariVest Asset Management first reported a position in NEE in Q3 2019 and has held it in 21 quarters since. The position peaked at $200K in Q3 2019. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

ClariVest Asset Management held 26 shares of NextEra Energy worth $1.89K as of Q3 2024.
ClariVest Asset Management left its NextEra Energy share count unchanged in Q3 2024.
NextEra Energy made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #531 holding.
ClariVest Asset Management first reported a position in NextEra Energy in Q3 2019 and has held it in 21 quarters since.
ClariVest Asset Management's NextEra Energy position peaked at $200K in Q3 2019.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.