Duality Advisers’s NextEra Energy NEE Stock Holding History

Duality Advisers’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	-60,423	Closed	-$3.46M	–	689
2023 Q3	$3.46M	Buy	+60,423	New	+$4.18M	0.42%	58
2022 Q2	–	Sell	-4,190	Closed	-$355K	–	771
2022 Q1	$355K	Buy	+4,190	New	+$336K	0.04%	525
2021 Q4	–	Sell	-36,078	Closed	-$2.83M	–	628
2021 Q3	$2.83M	Buy	+36,078	New	+$2.91M	0.22%	190
2021 Q2	–	Sell	-14,629	Closed	-$1.11M	–	675
2021 Q1	$1.11M	Buy	+14,629	New	+$1.14M	0.1%	332
2020 Q3	–	Sell	-118,316	Closed	-$7.1M	–	631
2020 Q2	$7.1M	Buy	+118,316	New	+$7.08M	0.65%	30
2019 Q3	–	Sell	-16,960	Closed	-$869K	–	374
2019 Q2	$869K	Sell	16,960 -189,600	-92%	-$9.33M	0.08%	191
2019 Q1	$9.98M	Buy	206,560 +93,080	+82%	+$4.26M	0.59%	42
2018 Q4	$4.93M	Buy	+113,480	New	+$4.96M	0.29%	87

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

Duality Advisers's NEE Position: Q4 2023 in Review

Duality Advisers sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 60,423 shares — an estimated $3.46M sold.

Duality Advisers first reported a position in NEE in Q4 2018 and held it in 8 quarters. The position peaked at $9.98M in Q1 2019. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Duality Advisers reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Duality Advisers sold 60,423 NextEra Energy shares in Q4 2023, an estimated $3.46M.
Duality Advisers first reported a position in NextEra Energy in Q4 2018 and held it in 8 quarters.
Duality Advisers's NextEra Energy position peaked at $9.98M in Q1 2019.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.