DDD Partners’s NextEra Energy NEE Stock Holding History

DDD Partners’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
2023 Q4	–	Sell	-260,706	Closed	-$13.8M	–	87
2023 Q3	$13.8M	Buy	260,706 +35,931	+16%	+$2.49M	1.99%	25
2023 Q2	$16.7M	Buy	224,775 +35,729	+19%	+$2.7M	2.31%	21
2023 Q1	$14.6M	Buy	189,046 +1,911	+1%	+$147K	2.27%	22
2022 Q4	$15.6M	Buy	187,135 +9,740	+5%	+$787K	2.5%	21
2022 Q3	$13.9M	Buy	+177,395	New	+$15M	2.52%	18

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DDD Partners's NEE Position: Q4 2023 in Review

DDD Partners sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 260,706 shares — an estimated $13.8M sold.

DDD Partners first reported a position in NEE in Q3 2022 and held it in 5 quarters. The position peaked at $16.7M in Q2 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

DDD Partners reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
DDD Partners sold 260,706 NextEra Energy shares in Q4 2023, an estimated $13.8M.
DDD Partners first reported a position in NextEra Energy in Q3 2022 and held it in 5 quarters.
DDD Partners's NextEra Energy position peaked at $16.7M in Q2 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on DDD Partners's 13F filing for Q4 2023, filed 18 Jan 2024.