Evolution Advisers’s NextEra Energy NEE Stock Holding History

Evolution Advisers’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	-400	Closed	-$22K	–	223
2023 Q3	$22K	Hold	400	–	–	0.02%	95
2023 Q2	$29K	Hold	400	–	–	0.02%	86
2023 Q1	$30K	Hold	400	–	–	0.02%	79
2022 Q4	$33K	Hold	400	–	–	0.03%	82
2022 Q3	$31K	Hold	400	–	–	0.03%	76
2022 Q2	$32K	Hold	400	–	–	0.03%	75
2022 Q1	$33K	Buy	+400	New	+$32.1K	0.02%	75

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

Evolution Advisers's NEE Position: Q4 2023 in Review

Evolution Advisers sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 400 shares — an estimated $22K sold.

Evolution Advisers first reported a position in NEE in Q1 2022 and held it in 7 quarters. The position peaked at $33K in Q4 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Evolution Advisers reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Evolution Advisers sold 400 NextEra Energy shares in Q4 2023, an estimated $22K.
Evolution Advisers first reported a position in NextEra Energy in Q1 2022 and held it in 7 quarters.
Evolution Advisers's NextEra Energy position peaked at $33K in Q4 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Evolution Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.