Harbor Capital Advisors’s NextEra Energy NEE Stock Holding History

Harbor Capital 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
2023 Q3	–	Sell	-5,911	Closed	-$439K	–	580
2023 Q2	$439K	Sell	5,911 -25,403	-81%	-$1.92M	0.09%	268
2023 Q1	$2.41M	Buy	31,314 +3,863	+14%	+$297K	0.7%	42
2022 Q4	$2.29M	Buy	27,451 +20,827	+314%	+$1.68M	2.23%	14
2022 Q3	$519K	Sell	6,624 -732	-10%	-$62.1K	0.48%	64
2022 Q2	$570K	Sell	7,356 -162	-2%	-$12.3K	0.43%	67
2022 Q1	$637K	Sell	7,518 -1,101	-13%	-$88.2K	0.3%	74
2021 Q4	$805K	Buy	+8,619	New	+$745K	0.29%	83

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 $1.56T 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

Harbor Capital Advisors's NEE Position: Q3 2023 in Review

Harbor Capital Advisors sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 5,911 shares — an estimated $439K sold.

Harbor Capital Advisors first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $2.41M in Q1 2023. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Harbor Capital Advisors reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Harbor Capital Advisors sold 5,911 NextEra Energy shares in Q3 2023, an estimated $439K.
Harbor Capital Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
Harbor Capital Advisors's NextEra Energy position peaked at $2.41M in Q1 2023.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Harbor Capital Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.