Harvey Capital Management’s NextEra Energy NEE Stock Holding History

Harvey Capital 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
2023 Q4	–	Sell	-92,815	Closed	-$5.32M	–	77
2023 Q3	$5.32M	Buy	+92,815	New	+$6.43M	1.87%	19

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harvey Capital Management's NEE Position: Q4 2023 in Review

Harvey Capital Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 92,815 shares — an estimated $5.32M sold.

Harvey Capital Management first reported a position in NEE in Q3 2023 and held it in 1 quarter. The position peaked at $5.32M in Q3 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Harvey Capital Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Harvey Capital Management sold 92,815 NextEra Energy shares in Q4 2023, an estimated $5.32M.
Harvey Capital Management first reported a position in NextEra Energy in Q3 2023 and held it in 1 quarter.
Harvey Capital Management's NextEra Energy position peaked at $5.32M in Q3 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Harvey Capital Management's 13F filing for Q4 2023, filed 29 Jan 2024.