Dorsey Wright & Associates’s NextEra Energy NEE Stock Holding History

Dorsey Wright & Associates’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 Q1	–	Sell	-27,390	Closed	-$2.29M	–	339
2022 Q4	$2.29M	Buy	+27,390	New	+$2.21M	0.67%	84
2021 Q1	–	Sell	-69,486	Closed	-$5.36M	–	342
2020 Q4	$5.36M	Buy	69,486 +8,606	+14%	+$644K	0.79%	22
2020 Q3	$4.22M	Sell	60,880 -23,728	-28%	-$1.64M	0.76%	32
2020 Q2	$5.08M	Buy	84,608 +26,240	+45%	+$1.57M	1.04%	19
2020 Q1	$3.51M	Buy	58,368 +45,824	+365%	+$2.88M	1.33%	22
2019 Q4	$759K	Sell	12,544 -47,584	-79%	-$2.78M	0.25%	92
2019 Q3	$3.5M	Buy	60,128 +716	+1%	+$38.7K	0.88%	52
2019 Q2	$3.04M	Buy	59,412 +960	+2%	+$47.2K	0.74%	68
2019 Q1	$2.83M	Buy	+58,452	New	+$2.67M	0.68%	72
2018 Q1	–	Sell	-59,188	Closed	-$2.31M	–	140
2017 Q4	$2.31M	Buy	59,188 +15,088	+34%	+$583K	0.42%	79
2017 Q3	$1.62M	Buy	+44,100	New	+$1.62M	0.37%	95
2014 Q3	–	Sell	-20,676	Closed	-$509K	–	146
2014 Q2	$509K	Buy	+20,676	New	+$503K	0.06%	88

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dorsey Wright & Associates's NEE Position: Q1 2023 in Review

Dorsey Wright & Associates sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 27,390 shares — an estimated $2.29M sold.

Dorsey Wright & Associates first reported a position in NEE in Q2 2014 and held it in 12 quarters. The position peaked at $5.36M in Q4 2020. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Dorsey Wright & Associates reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Dorsey Wright & Associates sold 27,390 NextEra Energy shares in Q1 2023, an estimated $2.29M.
Dorsey Wright & Associates first reported a position in NextEra Energy in Q2 2014 and held it in 12 quarters.
Dorsey Wright & Associates's NextEra Energy position peaked at $5.36M in Q4 2020.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Dorsey Wright & Associates's 13F filing for Q1 2023, filed 20 Apr 2023.