Collaborative Holdings Management’s NextEra Energy NEE Stock Holding History

Collaborative Holdings 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 Q2	–	Sell	-20,000	Closed	-$1.28M	–	38
2024 Q1	$1.28M	Buy	20,000 +8,000	+67%	+$469K	1.93%	21
2023 Q4	$729K	Buy	+12,000	New	+$684K	1.32%	19

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

Collaborative Holdings Management's NEE Position: Q2 2024 in Review

Collaborative Holdings Management sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 20,000 shares — an estimated $1.28M sold.

Collaborative Holdings Management first reported a position in NEE in Q4 2023 and held it in 2 quarters. The position peaked at $1.28M in Q1 2024. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Collaborative Holdings Management reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Collaborative Holdings Management sold 20,000 NextEra Energy shares in Q2 2024, an estimated $1.28M.
Collaborative Holdings Management first reported a position in NextEra Energy in Q4 2023 and held it in 2 quarters.
Collaborative Holdings Management's NextEra Energy position peaked at $1.28M in Q1 2024.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Collaborative Holdings Management's 13F filing for Q2 2024, filed 14 Aug 2024.