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Gunn & Company Investment Management’s NextEra Energy NEE Stock Holding History

Gunn & Company Investment 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
Q3 		$564K Sell
6,669
-81,361
-92% -$6.35M 0.39% 47
2024
Q2 		$6.23M Buy
88,030
+81,316
+1,211% +$5.77M 0.37% 40
2024
Q1 		$429K Sell
6,714
-589,490
-99% -$34.5M 0.32% 48
2023
Q4 		$36.2M Buy
596,204
+560,567
+1,573% +$31.9M 2.39% 22
2023
Q3 		$2.04M Buy
+35,637
New +$2.47M 1.8% 27

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gunn & Company Investment Management's NEE Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its NextEra Energy (NEE) stake by 92% in Q3 2024, selling an estimated $6.35M and leaving 6,669 shares worth $564K. The position accounts for 0.39% of the portfolio, ranked #47.

Gunn & Company Investment Management first reported a position in NEE in Q3 2023 and has held it in 5 quarters since. The position peaked at $36.2M in Q4 2023. 2,664 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Gunn & Company Investment Management held 6,669 shares of NextEra Energy worth $564K as of Q3 2024.
  • Gunn & Company Investment Management sold 81,361 NextEra Energy shares in Q3 2024, an estimated $6.35M.
  • NextEra Energy made up 0.39% of Gunn & Company Investment Management's portfolio in Q3 2024, its #47 holding.
  • Gunn & Company Investment Management first reported a position in NextEra Energy in Q3 2023 and has held it in 5 quarters since.
  • Gunn & Company Investment Management's NextEra Energy position peaked at $36.2M in Q4 2023.
  • 2,664 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.