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Eagle Asset Management’s NextEra Energy NEE Stock Holding History

Eagle 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
2024
Q3 		$97M Sell
1,260,558
-573,782
-31% -$44.8M 0.5% 77
2024
Q2 		$128M Buy
1,834,340
+354,876
+24% +$25.2M 0.69% 48
2024
Q1 		$93.8M Sell
1,479,464
-79,540
-5% -$4.66M 0.48% 81
2023
Q4 		$94.7M Sell
1,559,004
-225,582
-13% -$12.9M 0.51% 77
2023
Q3 		$102M Buy
1,784,586
+68,210
+4% +$4.72M 0.61% 56
2023
Q2 		$127M Sell
1,716,376
-51,175
-3% -$3.87M 0.71% 43
2023
Q1 		$136M Sell
1,767,551
-141,572
-7% -$10.9M 0.8% 35
2022
Q4 		$160M Sell
1,909,123
-15,751
-0.8% -$1.27M 0.98% 15
2022
Q3 		$151M Buy
1,924,874
+142,793
+8% +$12.1M 0.99% 15
2022
Q2 		$138M Sell
1,782,081
-79,228
-4% -$6.03M 0.87% 18
2022
Q1 		$158M Sell
1,861,309
-148,700
-7% -$11.9M 0.81% 22
2021
Q4 		$186M Buy
2,010,009
+226,800
+13% +$19.6M 0.82% 19
2021
Q3 		$140M Buy
1,783,209
+14,964
+0.8% +$1.21M 0.63% 40
2021
Q2 		$130M Buy
1,768,245
+381,063
+27% +$28.6M 0.56% 56
2021
Q1 		$105M Buy
1,387,182
+913,119
+193% +$71.3M 0.47% 73
2020
Q4 		$36.6M Sell
474,063
-1,015,897
-68% -$76M 0.21% 167
2020
Q3 		$105M Buy
1,489,960
+306,704
+26% +$21.2M 0.54% 59
2020
Q2 		$70.5M Buy
1,183,256
+465,688
+65% +$27.9M 0.4% 103
2020
Q1 		$43.2M Buy
717,568
+474,816
+196% +$29.8M 0.27% 141
2019
Q4 		$14.7M Buy
242,752
+42,216
+21% +$2.46M 0.07% 261
2019
Q3 		$11.7M Buy
+200,536
New +$10.9M 0.06% 287

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eagle Asset Management's NEE Position: Q3 2024 in Review

Eagle Asset Management reduced its NextEra Energy (NEE) stake by 31% in Q3 2024, selling an estimated $44.8M and leaving 1,260,558 shares worth $97M. The position accounts for 0.5% of the portfolio, ranked #77.

Eagle Asset Management first reported a position in NEE in Q3 2019 and has held it in 21 quarters since. The position peaked at $186M in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Eagle Asset Management held 1,260,558 shares of NextEra Energy worth $97M as of Q3 2024.
  • Eagle Asset Management sold 573,782 NextEra Energy shares in Q3 2024, an estimated $44.8M.
  • NextEra Energy made up 0.5% of Eagle Asset Management's portfolio in Q3 2024, its #77 holding.
  • Eagle Asset Management first reported a position in NextEra Energy in Q3 2019 and has held it in 21 quarters since.
  • Eagle Asset Management's NextEra Energy position peaked at $186M in Q4 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.