Fourpath Capital Management’s NextEra Energy NEE Stock Holding History

Fourpath Capital Management’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	-2,096	Closed	-$177K	–	576
2024 Q3	$177K	Buy	+2,096	New	+$164K	0.03%	230
2022 Q2	–	Sell	-2,968	Closed	-$251K	–	148
2022 Q1	$251K	Sell	2,968 -213	-7%	-$17.1K	0.1%	131
2021 Q4	$297K	Buy	+3,181	New	+$275K	0.11%	121

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

Fourpath Capital Management's NEE Position: Q4 2024 in Review

Fourpath Capital Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,096 shares — an estimated $177K sold.

Fourpath Capital Management first reported a position in NEE in Q4 2021 and held it in 3 quarters. The position peaked at $297K in Q4 2021. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Fourpath Capital Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Fourpath Capital Management sold 2,096 NextEra Energy shares in Q4 2024, an estimated $177K.
Fourpath Capital Management first reported a position in NextEra Energy in Q4 2021 and held it in 3 quarters.
Fourpath Capital Management's NextEra Energy position peaked at $297K in Q4 2021.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.