Five Oceans Advisors’s NextEra Energy NEE Stock Holding History

Five Oceans Advisors’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 Q4	–	Sell	-2,711	Closed	-$229K	–	192
2024 Q3	$229K	Buy	+2,711	New	+$212K	0.11%	166
2023 Q3	–	Sell	-3,191	Closed	-$237K	–	156
2023 Q2	$237K	Hold	3,191	–	–	0.15%	122
2023 Q1	$246K	Hold	3,191	–	–	0.16%	119
2022 Q4	$267K	Hold	3,191	–	–	0.18%	109
2022 Q3	$250K	Hold	3,191	–	–	0.2%	99
2022 Q2	$247K	Sell	3,191 -15	-0.5%	-$1.14K	0.18%	104
2022 Q1	$272K	Sell	3,206 -90	-3%	-$7.21K	0.24%	82
2021 Q4	$308K	Buy	3,296 +1	+0%	+$86	0.27%	76
2021 Q3	$259K	Buy	+3,295	New	+$266K	0.3%	71

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Five Oceans Advisors's NEE Position: Q4 2024 in Review

Five Oceans Advisors sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,711 shares — an estimated $229K sold.

Five Oceans Advisors first reported a position in NEE in Q3 2021 and held it in 9 quarters. The position peaked at $308K in Q4 2021. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Five Oceans Advisors reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Five Oceans Advisors sold 2,711 NextEra Energy shares in Q4 2024, an estimated $229K.
Five Oceans Advisors first reported a position in NextEra Energy in Q3 2021 and held it in 9 quarters.
Five Oceans Advisors's NextEra Energy position peaked at $308K in Q4 2021.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Five Oceans Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.