Deltec Asset Management’s NextEra Energy NEE Stock Holding History

Deltec 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
2023 Q4	–	Sell	-7,000	Closed	-$401K	–	158
2023 Q3	$401K	Hold	7,000	–	–	0.09%	124
2023 Q2	$519K	Hold	7,000	–	–	0.11%	116
2023 Q1	$540K	Buy	+7,000	New	+$538K	0.13%	116

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

Deltec Asset Management's NEE Position: Q4 2023 in Review

Deltec Asset Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 7,000 shares — an estimated $401K sold.

Deltec Asset Management first reported a position in NEE in Q1 2023 and held it in 3 quarters. The position peaked at $540K in Q1 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Deltec Asset Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Deltec Asset Management sold 7,000 NextEra Energy shares in Q4 2023, an estimated $401K.
Deltec Asset Management first reported a position in NextEra Energy in Q1 2023 and held it in 3 quarters.
Deltec Asset Management's NextEra Energy position peaked at $540K in Q1 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Deltec Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.