Harbert Fund Advisors’s NextEra Energy NEE Stock Holding History

Harbert Fund Advisors’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 Q4	–	Sell	-11,850	Closed	-$1M	–	115
2024 Q3	$1M	Buy	11,850 +7,850	+196%	+$613K	0.59%	47
2024 Q2	$283K	Buy	+4,000	New	+$284K	0.2%	82
2023 Q2	–	Sell	-32,750	Closed	-$2.52M	–	51
2023 Q1	$2.52M	Buy	32,750 +17,000	+108%	+$1.31M	1.67%	24
2022 Q4	$1.32M	Buy	+15,750	New	+$1.27M	1.05%	40

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

Harbert Fund Advisors's NEE Position: Q4 2024 in Review

Harbert Fund Advisors sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 11,850 shares — an estimated $1M sold.

Harbert Fund Advisors first reported a position in NEE in Q4 2022 and held it in 4 quarters. The position peaked at $2.52M in Q1 2023. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Harbert Fund Advisors reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Harbert Fund Advisors sold 11,850 NextEra Energy shares in Q4 2024, an estimated $1M.
Harbert Fund Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 4 quarters.
Harbert Fund Advisors's NextEra Energy position peaked at $2.52M in Q1 2023.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Harbert Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.