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Gilbert & Cook’s NextEra Energy NEE Stock Holding History

Gilbert & Cook’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
Q3 		– Sell
-3,986
Closed -$296K – 233
2023
Q2 		$296K Sell
3,986
-1,041
-21% -$78.8K 0.05% 170
2023
Q1 		$387K Sell
5,027
-2
-0% -$154 0.07% 129
2022
Q4 		$420K Buy
5,029
+24
+0.5% +$1.94K 0.08% 121
2022
Q3 		$387K Buy
+5,005
New +$425K 0.09% 127

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gilbert & Cook's NEE Position: Q3 2023 in Review

Gilbert & Cook sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,986 shares — an estimated $296K sold.

Gilbert & Cook first reported a position in NEE in Q3 2022 and held it in 4 quarters. The position peaked at $420K in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Gilbert & Cook reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • Gilbert & Cook sold 3,986 NextEra Energy shares in Q3 2023, an estimated $296K.
  • Gilbert & Cook first reported a position in NextEra Energy in Q3 2022 and held it in 4 quarters.
  • Gilbert & Cook's NextEra Energy position peaked at $420K in Q4 2022.
  • 2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Gilbert & Cook's 13F filing for Q3 2023, filed 2 Nov 2023.