Fund Management at Engine No 1’s NextEra Energy NEE Stock Holding History

Fund Management at Engine No 1’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	-28,942	Closed	-$1.66M	–	282
2023 Q3	$1.66M	Buy	28,942 +2,598	+10%	+$180K	0.25%	80
2023 Q2	$1.95M	Buy	26,344 +2,244	+9%	+$170K	0.36%	62
2023 Q1	$1.86M	Buy	24,100 +2,223	+10%	+$171K	0.37%	59
2022 Q4	$1.83M	Buy	21,877 +2,984	+16%	+$241K	0.45%	50
2022 Q3	$1.48M	Sell	18,893 -943	-5%	-$80K	0.44%	53
2022 Q2	$1.54M	Sell	19,836 -22,532	-53%	-$1.72M	0.41%	60
2022 Q1	$3.59M	Buy	+42,368	New	+$3.4M	0.9%	24

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

Fund Management at Engine No 1's NEE Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 28,942 shares — an estimated $1.66M sold.

Fund Management at Engine No 1 first reported a position in NEE in Q1 2022 and held it in 7 quarters. The position peaked at $3.59M in Q1 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Fund Management at Engine No 1 reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 28,942 NextEra Energy shares in Q4 2023, an estimated $1.66M.
Fund Management at Engine No 1 first reported a position in NextEra Energy in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's NextEra Energy position peaked at $3.59M in Q1 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.