Echo Street Capital Management’s NextEra Energy NEE Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-11,034	Closed	-$632K	–	286
2023 Q3	$632K	Buy	+11,034	New	+$764K	0.01%	212
2022 Q2	–	Sell	-2,895	Closed	-$245K	–	655
2022 Q1	$245K	Buy	+2,895	New	+$232K	﹤0.01%	535
2021 Q2	–	Sell	-5,010	Closed	-$379K	–	679
2021 Q1	$379K	Buy	+5,010	New	+$391K	﹤0.01%	373
2020 Q3	–	Sell	-4,332	Closed	-$260K	–	286
2020 Q2	$260K	Buy	+4,332	New	+$259K	﹤0.01%	399

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

Echo Street Capital Management's NEE Position: Q4 2023 in Review

Echo Street Capital Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 11,034 shares — an estimated $632K sold.

Echo Street Capital Management first reported a position in NEE in Q2 2020 and held it in 4 quarters. The position peaked at $632K in Q3 2023. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Echo Street Capital Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 11,034 NextEra Energy shares in Q4 2023, an estimated $632K.
Echo Street Capital Management first reported a position in NextEra Energy in Q2 2020 and held it in 4 quarters.
Echo Street Capital Management's NextEra Energy position peaked at $632K in Q3 2023.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.