Fullerton Fund Management’s NextEra Energy NEE Stock Holding History

Fullerton Fund 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	-18,648	Closed	-$1.58M	–	117
2024 Q3	$1.58M	Sell	18,648 -382,641	-95%	-$29.9M	0.07%	49
2024 Q2	$28.4M	Buy	+401,289	New	+$28.5M	1.28%	20
2024 Q1	–	Sell	-207,910	Closed	-$12.6M	–	168
2023 Q4	$12.6M	Buy	+207,910	New	+$11.8M	0.74%	36
2023 Q2	–	Sell	-25,443	Closed	-$1.96M	–	74
2023 Q1	$1.96M	Sell	25,443 -373,966	-94%	-$28.8M	0.15%	54
2022 Q4	$33.4M	Sell	399,409 -174,673	-30%	-$14.1M	2.49%	16
2022 Q3	$45M	Sell	574,082 -74,203	-11%	-$6.3M	3.35%	10
2022 Q2	$50.2M	Sell	648,285 -137,259	-17%	-$10.4M	3.33%	11
2022 Q1	$66.5M	Sell	785,544 -46,116	-6%	-$3.7M	3.52%	7
2021 Q4	$77.6M	Buy	831,660 +245,758	+42%	+$21.2M	3.89%	8
2021 Q3	$46M	Buy	585,902 +567,144	+3,023%	+$45.7M	2.79%	11
2021 Q2	$1.38M	Buy	+18,758	New	+$1.41M	0.09%	53

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

Fullerton Fund Management's NEE Position: Q4 2024 in Review

Fullerton Fund Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 18,648 shares — an estimated $1.58M sold.

Fullerton Fund Management first reported a position in NEE in Q2 2021 and held it in 11 quarters. The position peaked at $77.6M in Q4 2021. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Fullerton Fund Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Fullerton Fund Management sold 18,648 NextEra Energy shares in Q4 2024, an estimated $1.58M.
Fullerton Fund Management first reported a position in NextEra Energy in Q2 2021 and held it in 11 quarters.
Fullerton Fund Management's NextEra Energy position peaked at $77.6M in Q4 2021.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Fullerton Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.