Gratus Capital’s NextEra Energy NEE Stock Holding History

Gratus Capital’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 Q2	$846K	Sell	11,948 -327	-3%	-$23.2K	0.03%	196
2024 Q1	$784K	Buy	12,275 +119	+1%	+$6.97K	0.04%	191
2023 Q4	$738K	Sell	12,156 -549	-4%	-$31.3K	0.04%	162
2023 Q3	$728K	Buy	12,705 +549	+5%	+$38K	0.05%	152
2023 Q2	$902K	Buy	12,156 +250	+2%	+$18.9K	0.06%	142
2023 Q1	$918K	Sell	11,906 -7,311	-38%	-$562K	0.07%	129
2022 Q4	$1.61M	Buy	19,217 +140	+0.7%	+$11.3K	0.13%	100
2022 Q3	$1.5M	Buy	19,077 +14,434	+311%	+$1.22M	0.16%	99
2022 Q2	$360K	Buy	+4,643	New	+$353K	0.04%	151

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

Gratus Capital's NEE Position: Q2 2024 in Review

Gratus Capital reduced its NextEra Energy (NEE) stake by 2.7% in Q2 2024, selling an estimated $23.2K and leaving 11,948 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #196.

Gratus Capital first reported a position in NEE in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2022. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Gratus Capital held 11,948 shares of NextEra Energy worth $846K as of Q2 2024.
Gratus Capital sold 327 NextEra Energy shares in Q2 2024, an estimated $23.2K.
NextEra Energy made up 0.03% of Gratus Capital's portfolio in Q2 2024, its #196 holding.
Gratus Capital first reported a position in NextEra Energy in Q2 2022 and has held it in 9 quarters since.
Gratus Capital's NextEra Energy position peaked at $1.61M in Q4 2022.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.