Desjardins Global Asset Management’s NextEra Energy NEE Stock Holding History

Desjardins Global 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	$3.29M	Buy	54,219 +37,919	+233%	+$2.16M	0.35%	51
2023 Q3	$934K	Buy	16,300 +488	+3%	+$33.8K	0.1%	182
2023 Q2	$1.17M	Sell	15,812 -78	-0.5%	-$5.91K	0.14%	166
2023 Q1	$1.23M	Buy	15,890 +12,643	+389%	+$972K	0.15%	129
2022 Q4	$271K	Buy	+3,247	New	+$262K	0.04%	310
2022 Q1	–	Sell	-158,758	Closed	-$14.8M	–	459
2021 Q4	$14.8M	Buy	+158,758	New	+$13.7M	1.27%	11

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

Desjardins Global Asset Management's NEE Position: Q4 2023 in Review

Desjardins Global Asset Management increased its NextEra Energy (NEE) stake by 233% in Q4 2023, buying an estimated $2.16M and bringing the position to 54,219 shares worth $3.29M. The position accounts for 0.35% of the portfolio, ranked #51.

Desjardins Global Asset Management first reported a position in NEE in Q4 2021 and has held it in 6 quarters since. The position peaked at $14.8M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Desjardins Global Asset Management held 54,219 shares of NextEra Energy worth $3.29M as of Q4 2023.
Desjardins Global Asset Management bought 37,919 NextEra Energy shares in Q4 2023, an estimated $2.16M.
NextEra Energy made up 0.35% of Desjardins Global Asset Management's portfolio in Q4 2023, its #51 holding.
Desjardins Global Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 6 quarters since.
Desjardins Global Asset Management's NextEra Energy position peaked at $14.8M in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.