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Eagle Capital Management (Louisiana)’s NextEra Energy NEE Stock Holding History

Eagle Capital Management (Louisiana)’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
-50,824
Closed -$2.91M – 35
2023
Q3 		$2.91M Sell
50,824
-316
-0.6% -$21.9K 1.6% 21
2023
Q2 		$3.79M Buy
51,140
+153
+0.3% +$11.6K 2.12% 18
2023
Q1 		$3.93M Sell
50,987
-289
-0.6% -$22.2K 2.57% 18
2022
Q4 		$4.29M Sell
51,276
-194
-0.4% -$15.7K 3.14% 17
2022
Q3 		$4.04M Buy
51,470
+253
+0.5% +$21.5K 2.52% 21
2022
Q2 		$3.97M Sell
51,217
-645
-1% -$49.1K 2.36% 20
2022
Q1 		$4.39M Buy
51,862
+161
+0.3% +$12.9K 1.64% 25
2021
Q4 		$4.83M Buy
51,701
+1,191
+2% +$103K 1.26% 26
2021
Q3 		$3.97M Buy
50,510
+814
+2% +$65.6K 1.08% 31
2021
Q2 		$3.64M Buy
49,696
+1,852
+4% +$139K 1.03% 33
2021
Q1 		$3.62M Buy
47,844
+907
+2% +$70.8K 1.11% 32
2020
Q4 		$3.62M Buy
46,937
+873
+2% +$65.3K 1.3% 26
2020
Q3 		$3.2M Buy
+46,064
New +$3.18M 1.32% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s NEE Position: Q4 2023 in Review

Eagle Capital Management (Louisiana) sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 50,824 shares — an estimated $2.91M sold.

Eagle Capital Management (Louisiana) first reported a position in NEE in Q3 2020 and held it in 13 quarters. The position peaked at $4.83M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Eagle Capital Management (Louisiana) reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 50,824 NextEra Energy shares in Q4 2023, an estimated $2.91M.
  • Eagle Capital Management (Louisiana) first reported a position in NextEra Energy in Q3 2020 and held it in 13 quarters.
  • Eagle Capital Management (Louisiana)'s NextEra Energy position peaked at $4.83M in Q4 2021.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q4 2023, filed 26 Jan 2024.