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HMS Capital Management’s NextEra Energy NEE Stock Holding History

HMS 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
-9,141
Closed -$524K – 115
2023
Q3 		$524K Sell
9,141
-275
-3% -$19K 0.35% 56
2023
Q2 		$699K Buy
9,416
+692
+8% +$52.4K 0.42% 52
2023
Q1 		$672K Buy
8,724
+52
+0.6% +$4K 0.42% 54
2022
Q4 		$725K Sell
8,672
-1,263
-13% -$102K 0.42% 47
2022
Q3 		$779K Buy
9,935
+2,315
+30% +$196K 0.47% 48
2022
Q2 		$590K Buy
7,620
+1,813
+31% +$138K 0.3% 60
2022
Q1 		$492K Sell
5,807
-3,852
-40% -$309K 0.21% 90
2021
Q4 		$902K Sell
9,659
-314
-3% -$27.1K 0.39% 55
2021
Q3 		$783K Sell
9,973
-1,442
-13% -$116K 0.37% 57
2021
Q2 		$837K Sell
11,415
-4,368
-28% -$328K 0.38% 55
2021
Q1 		$1.19M Sell
15,783
-7,748
-33% -$605K 0.51% 41
2020
Q4 		$1.81M Sell
23,531
-801
-3% -$59.9K 0.83% 30
2020
Q3 		$1.69M Sell
24,332
-1,380
-5% -$95.3K 0.66% 30
2020
Q2 		$1.54M Buy
25,712
+2,172
+9% +$130K 0.68% 31
2020
Q1 		$1.42M Buy
23,540
+1,460
+7% +$91.8K 1.38% 13
2019
Q4 		$1.34M Buy
22,080
+260
+1% +$15.2K 0.56% 41
2019
Q3 		$1.27M Sell
21,820
-436
-2% -$23.6K 0.47% 59
2019
Q2 		$1.14M Sell
22,256
-1,664
-7% -$81.9K 0.49% 51
2019
Q1 		$1.16M Buy
+23,920
New +$1.09M 0.49% 56

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HMS Capital Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 9,141 shares — an estimated $524K sold.

HMS Capital Management first reported a position in NEE in Q1 2019 and held it in 19 quarters. The position peaked at $1.81M in Q4 2020. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • HMS Capital Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • HMS Capital Management sold 9,141 NextEra Energy shares in Q4 2023, an estimated $524K.
  • HMS Capital Management first reported a position in NextEra Energy in Q1 2019 and held it in 19 quarters.
  • HMS Capital Management's NextEra Energy position peaked at $1.81M in Q4 2020.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on HMS Capital Management's 13F filing for Q4 2023, filed 17 Jan 2024.