EARNEST Partners’s NextEra Energy NEE Stock Holding History

EARNEST Partners’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	-944	Closed	-$54.1K	–	808
2023 Q3	$54.1K	Hold	944	–	–	﹤0.01%	360
2023 Q2	$70K	Hold	944	–	–	﹤0.01%	327
2023 Q1	$72.8K	Hold	944	–	–	﹤0.01%	316
2022 Q4	$78.9K	Hold	944	–	–	﹤0.01%	313
2022 Q3	$74K	Hold	944	–	–	﹤0.01%	304
2022 Q2	$73K	Sell	944 -200	-17%	-$15.2K	﹤0.01%	306
2022 Q1	$97K	Hold	1,144	–	–	﹤0.01%	295
2021 Q4	$107K	Hold	1,144	–	–	﹤0.01%	293
2021 Q3	$90K	Hold	1,144	–	–	﹤0.01%	295
2021 Q2	$84K	Hold	1,144	–	–	﹤0.01%	297
2021 Q1	$86K	Hold	1,144	–	–	﹤0.01%	289
2020 Q4	$88K	Hold	1,144	–	–	﹤0.01%	281
2020 Q3	$79K	Hold	1,144	–	–	﹤0.01%	276
2020 Q2	$69K	Hold	1,144	–	–	﹤0.01%	282
2020 Q1	$69K	Hold	1,144	–	–	﹤0.01%	274
2019 Q4	$69K	Hold	1,144	–	–	﹤0.01%	288
2019 Q3	$67K	Hold	1,144	–	–	﹤0.01%	288
2019 Q2	$59K	Hold	1,144	–	–	﹤0.01%	299
2019 Q1	$55K	Hold	1,144	–	–	﹤0.01%	303
2018 Q4	$50K	Buy	1,144 +248	+28%	+$10.8K	﹤0.01%	299
2018 Q3	$38K	Hold	896	–	–	﹤0.01%	343
2018 Q2	$37K	Hold	896	–	–	﹤0.01%	345
2018 Q1	$37K	Hold	896	–	–	﹤0.01%	342
2017 Q4	$35K	Buy	+896	New	+$34.6K	﹤0.01%	341
2017 Q1	–	Sell	-1,088	Closed	-$32K	–	670
2016 Q4	$32K	Buy	+1,088	New	+$32.5K	﹤0.01%	333

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EARNEST Partners's NEE Position: Q4 2023 in Review

EARNEST Partners sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 944 shares — an estimated $54.1K sold.

EARNEST Partners first reported a position in NEE in Q4 2016 and held it in 25 quarters. The position peaked at $107K in Q4 2021. 2,421 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

EARNEST Partners reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 944 NextEra Energy shares in Q4 2023, an estimated $54.1K.
EARNEST Partners first reported a position in NextEra Energy in Q4 2016 and held it in 25 quarters.
EARNEST Partners's NextEra Energy position peaked at $107K in Q4 2021.
2,421 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.