Gyroscope Capital Management Group’s NextEra Energy NEE Stock Holding History

Gyroscope Capital Management Group’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	$226K	Buy	3,938 +838	+27%	+$58K	0.05%	196
2023 Q2	$230K	Buy	+3,100	New	+$235K	0.05%	165
2019 Q1	–	Sell	-72,576	Closed	-$3.15M	–	164
2018 Q4	$3.15M	Buy	+72,576	New	+$3.17M	1.2%	27
2017 Q2	–	Sell	-158,592	Closed	-$5.09M	–	127
2017 Q1	$5.09M	Buy	158,592 +8,312	+6%	+$261K	3.06%	16
2016 Q4	$4.49M	Buy	150,280 +21,900	+17%	+$654K	3%	14
2016 Q3	$3.93M	Buy	128,380 +7,136	+6%	+$225K	2.93%	20
2016 Q2	$3.95M	Buy	+121,244	New	+$3.64M	3.21%	11

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gyroscope Capital Management Group's NEE Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its NextEra Energy (NEE) stake by 27% in Q3 2023, buying an estimated $58K and bringing the position to 3,938 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #196.

Gyroscope Capital Management Group first reported a position in NEE in Q2 2016 and has held it in 7 quarters since. The position peaked at $5.09M in Q1 2017. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Gyroscope Capital Management Group held 3,938 shares of NextEra Energy worth $226K as of Q3 2023.
Gyroscope Capital Management Group bought 838 NextEra Energy shares in Q3 2023, an estimated $58K.
NextEra Energy made up 0.05% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #196 holding.
Gyroscope Capital Management Group first reported a position in NextEra Energy in Q2 2016 and has held it in 7 quarters since.
Gyroscope Capital Management Group's NextEra Energy position peaked at $5.09M in Q1 2017.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.