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Evelyn V. Moreno’s NextEra Energy NEE Stock Holding History

Evelyn V. Moreno’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 		$1.59M Sell
26,201
-49,357
-65% -$2.81M 0.75% 45
2023
Q3 		$4.33M Buy
75,558
+14,711
+24% +$1.02M 0.94% 38
2023
Q2 		$4.51M Sell
60,847
-214
-0.4% -$16.2K 0.96% 40
2023
Q1 		$4.71M Buy
61,061
+4,801
+9% +$369K 1.07% 39
2022
Q4 		$4.7M Buy
56,260
+29,708
+112% +$2.4M 1.09% 38
2022
Q3 		$2.08M Sell
26,552
-41,258
-61% -$3.5M 0.94% 44
2022
Q2 		$5.25M Buy
67,810
+606
+0.9% +$46.1K 1.23% 35
2022
Q1 		$5.69M Sell
67,204
-745
-1% -$59.7K 1.15% 36
2021
Q4 		$6.34M Buy
67,949
+5,670
+9% +$490K 1.27% 35
2021
Q3 		$4.89M Sell
62,279
-184
-0.3% -$14.8K 1.15% 38
2021
Q2 		$4.58M Sell
62,463
-2,849
-4% -$214K 1.07% 41
2021
Q1 		$4.94M Buy
65,312
+50
+0.1% +$3.9K 1.18% 40
2020
Q4 		$5.04M Buy
65,262
+5,422
+9% +$406K 1.25% 40
2020
Q3 		$4.15M Buy
59,840
+1,356
+2% +$93.6K 1.12% 38
2020
Q2 		$3.51M Buy
58,484
+4,104
+8% +$246K 1.02% 40
2020
Q1 		$3.27M Buy
+54,380
New +$3.42M 1.11% 39

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

Evelyn V. Moreno's NEE Position: Q4 2023 in Review

Evelyn V. Moreno reduced its NextEra Energy (NEE) stake by 65% in Q4 2023, selling an estimated $2.81M and leaving 26,201 shares worth $1.59M. The position accounts for 0.75% of the portfolio, ranked #45.

Evelyn V. Moreno first reported a position in NEE in Q1 2020 and has held it in 16 quarters since. The position peaked at $6.34M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Evelyn V. Moreno held 26,201 shares of NextEra Energy worth $1.59M as of Q4 2023.
  • Evelyn V. Moreno sold 49,357 NextEra Energy shares in Q4 2023, an estimated $2.81M.
  • NextEra Energy made up 0.75% of Evelyn V. Moreno's portfolio in Q4 2023, its #45 holding.
  • Evelyn V. Moreno first reported a position in NextEra Energy in Q1 2020 and has held it in 16 quarters since.
  • Evelyn V. Moreno's NextEra Energy position peaked at $6.34M in Q4 2021.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.