Grey Street Capital’s NextEra Energy NEE Stock Holding History

Grey Street 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 Q1	$827K	Buy	+12,934	New	+$758K	0.11%	208
2023 Q3	–	Sell	-3,256	Closed	-$242K	–	133
2023 Q2	$242K	Buy	3,256 +456	+16%	+$34.5K	0.13%	111
2023 Q1	$216K	Buy	+2,800	New	+$215K	0.15%	114

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Grey Street Capital's NEE Position: Q1 2024 in Review

Grey Street Capital opened a new position in NextEra Energy (NEE) in Q1 2024: 12,934 shares worth $827K. The stake represents 0.11% of the portfolio and ranks #208 among its holdings. This is a return to the name: Grey Street Capital previously reported a position in NEE as recently as Q2 2023.

Grey Street Capital first reported a position in NEE in Q1 2023 and has held it in 3 quarters since. 2,466 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Grey Street Capital held 12,934 shares of NextEra Energy worth $827K as of Q1 2024.
NextEra Energy was a new Grey Street Capital position in Q1 2024.
NextEra Energy made up 0.11% of Grey Street Capital's portfolio in Q1 2024, its #208 holding.
Grey Street Capital first reported a position in NextEra Energy in Q1 2023 and has held it in 3 quarters since.
2,466 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.