Crescent Grove Advisors’s NextEra Energy NEE Stock Holding History

Crescent Grove Advisors’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	-5,193	Closed	-$332K	–	306
2024 Q1	$332K	Hold	5,193	–	–	0.03%	226
2023 Q4	$315K	Sell	5,193 -182	-3%	-$10.4K	0.04%	228
2023 Q3	$308K	Buy	5,375 +375	+8%	+$26K	0.04%	217
2023 Q2	$371K	Sell	5,000 -226	-4%	-$17.1K	0.04%	211
2023 Q1	$403K	Hold	5,226	–	–	0.05%	198
2022 Q4	$437K	Buy	5,226 +176	+3%	+$14.2K	0.05%	189
2022 Q3	$396K	Hold	5,050	–	–	0.05%	175
2022 Q2	$391K	Hold	5,050	–	–	0.04%	183
2022 Q1	$428K	Sell	5,050 -126	-2%	-$10.1K	0.04%	184
2021 Q4	$483K	Hold	5,176	–	–	0.05%	167
2021 Q3	$406K	Sell	5,176 -372	-7%	-$30K	0.04%	176
2021 Q2	$407K	Sell	5,548 -824	-13%	-$61.8K	0.04%	165
2021 Q1	$482K	Buy	6,372 +32	+0.5%	+$2.5K	0.06%	134
2020 Q4	$489K	Hold	6,340	–	–	0.06%	115
2020 Q3	$440K	Hold	6,340	–	–	0.09%	109
2020 Q2	$381K	Hold	6,340	–	–	0.08%	103
2020 Q1	$381K	Hold	6,340	–	–	0.08%	88
2019 Q4	$384K	Hold	6,340	–	–	0.07%	109
2019 Q3	$369K	Sell	6,340 -460	-7%	-$24.9K	0.07%	102
2019 Q2	$348K	Sell	6,800 -16	-0.2%	-$787	0.07%	106
2019 Q1	$329K	Buy	6,816 +16	+0.2%	+$732	0.07%	113
2018 Q4	$295K	Hold	6,800	–	–	0.06%	121
2018 Q3	$285K	Hold	6,800	–	–	0.06%	110
2018 Q2	$284K	Hold	6,800	–	–	0.07%	110
2018 Q1	$278K	Hold	6,800	–	–	0.07%	111
2017 Q4	$266K	Hold	6,800	–	–	0.07%	109
2017 Q3	$249K	Hold	6,800	–	–	0.06%	114
2017 Q2	$238K	Buy	+6,800	New	+$232K	0.07%	120

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

Crescent Grove Advisors's NEE Position: Q2 2024 in Review

Crescent Grove Advisors sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 5,193 shares — an estimated $332K sold.

Crescent Grove Advisors first reported a position in NEE in Q2 2017 and held it in 28 quarters. The position peaked at $489K in Q4 2020. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Crescent Grove Advisors reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Crescent Grove Advisors sold 5,193 NextEra Energy shares in Q2 2024, an estimated $332K.
Crescent Grove Advisors first reported a position in NextEra Energy in Q2 2017 and held it in 28 quarters.
Crescent Grove Advisors's NextEra Energy position peaked at $489K in Q4 2020.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.