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Eudaimonia Partners’s NextEra Energy NEE Stock Holding History

Eudaimonia 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
2024
Q1 		$872K Sell
13,638
-16,590
-55% -$972K 0.21% 106
2023
Q4 		$1.84M Sell
30,228
-5,800
-16% -$331K 0.48% 49
2023
Q3 		$2.06M Sell
36,028
-41
-0.1% -$2.84K 0.5% 43
2023
Q2 		$2.68M Sell
36,069
-607
-2% -$46K 0.6% 32
2023
Q1 		$2.83M Sell
36,676
-1,702
-4% -$131K 0.68% 30
2022
Q4 		$3.21M Sell
38,378
-4,878
-11% -$394K 0.79% 24
2022
Q3 		$3.39M Sell
43,256
-22,716
-34% -$1.93M 0.88% 17
2022
Q2 		$5.11M Sell
65,972
-176
-0.3% -$13.4K 0.94% 14
2022
Q1 		$5.6M Buy
+66,148
New +$5.3M 0.95% 16
2021
Q3 		$4.49M Buy
57,120
+618
+1% +$49.8K 0.81% 26
2021
Q2 		$4.14M Buy
56,502
+4,779
+9% +$359K 0.78% 27
2021
Q1 		$3.91M Sell
51,723
-3,176
-6% -$248K 0.81% 21
2020
Q4 		$4.24M Buy
54,899
+11,339
+26% +$848K 0.95% 12
2020
Q3 		$3.02M Buy
43,560
+680
+2% +$46.9K 0.78% 24
2020
Q2 		$2.58M Buy
42,880
+2,360
+6% +$141K 0.98% 19
2020
Q1 		$2.44M Buy
40,520
+76
+0.2% +$4.78K 1.07% 15
2019
Q4 		$2.45M Buy
+40,444
New +$2.36M 0.97% 19

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eudaimonia Partners's NEE Position: Q1 2024 in Review

Eudaimonia Partners reduced its NextEra Energy (NEE) stake by 55% in Q1 2024, selling an estimated $972K and leaving 13,638 shares worth $872K. The position accounts for 0.21% of the portfolio, ranked #106.

Eudaimonia Partners first reported a position in NEE in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.6M in Q1 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Eudaimonia Partners held 13,638 shares of NextEra Energy worth $872K as of Q1 2024.
  • Eudaimonia Partners sold 16,590 NextEra Energy shares in Q1 2024, an estimated $972K.
  • NextEra Energy made up 0.21% of Eudaimonia Partners's portfolio in Q1 2024, its #106 holding.
  • Eudaimonia Partners first reported a position in NextEra Energy in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's NextEra Energy position peaked at $5.6M in Q1 2022.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.