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Fairfield, Bush & Co’s NextEra Energy NEE Stock Holding History

Fairfield, Bush & Co’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 		– Sell
-4,282
Closed -$260K – 343
2023
Q4 		$260K Sell
4,282
-3,239
-43% -$185K 0.15% 95
2023
Q3 		$431K Buy
7,521
+1,300
+21% +$90K 0.28% 71
2023
Q2 		$462K Buy
6,221
+996
+19% +$75.4K 0.13% 109
2023
Q1 		$403K Buy
5,225
+505
+11% +$38.8K 0.14% 102
2022
Q4 		$395K Buy
4,720
+400
+9% +$32.3K 0.26% 79
2022
Q3 		$339K Hold
4,320
– – 0.24% 79
2022
Q2 		$335K Buy
4,320
+140
+3% +$10.7K 0.2% 86
2022
Q1 		$354K Sell
4,180
-700
-14% -$56.1K 0.18% 91
2021
Q4 		$456K Sell
4,880
-3,875
-44% -$335K 0.22% 80
2021
Q3 		$687K Buy
8,755
+3,650
+71% +$294K 0.22% 95
2021
Q2 		$374K Buy
5,105
+1,950
+62% +$146K 0.1% 123
2021
Q1 		$239K Sell
3,155
-400
-11% -$31.2K 0.07% 151
2020
Q4 		$274K Buy
+3,555
New +$266K 0.08% 132
2019
Q1 		– Sell
-7,000
Closed -$304K – 151
2018
Q4 		$304K Sell
7,000
-2,080
-23% -$91K 0.1% 124
2018
Q3 		$380K Sell
9,080
-1,600
-15% -$68.1K 0.11% 121
2018
Q2 		$446K Sell
10,680
-3,320
-24% -$134K 0.13% 108
2018
Q1 		$571K Buy
14,000
+2,600
+23% +$100K 0.17% 100
2017
Q4 		$445K Buy
11,400
+5,600
+97% +$216K 0.12% 112
2017
Q3 		$212K Buy
+5,800
New +$212K 0.07% 141

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

Fairfield, Bush & Co's NEE Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 4,282 shares — an estimated $260K sold.

Fairfield, Bush & Co first reported a position in NEE in Q3 2017 and held it in 19 quarters. The position peaked at $687K in Q3 2021. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 4,282 NextEra Energy shares in Q1 2024, an estimated $260K.
  • Fairfield, Bush & Co first reported a position in NextEra Energy in Q3 2017 and held it in 19 quarters.
  • Fairfield, Bush & Co's NextEra Energy position peaked at $687K in Q3 2021.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.