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
2021 Q1	–	Sell	-1,600	Closed	-$123K	–	155
2020 Q4	$123K	Sell	1,600 -7,600	-83%	-$569K	0.06%	141
2020 Q3	$638K	Sell	9,200 -1,600	-15%	-$110K	0.25%	80
2020 Q2	$648K	Buy	+10,800	New	+$646K	0.28%	73
2020 Q1	–	Sell	-11,200	Closed	-$678K	–	141
2019 Q4	$678K	Hold	11,200	–	–	0.29%	87
2019 Q3	$652K	Buy	11,200 +400	+4%	+$21.6K	0.24%	103
2019 Q2	$553K	Sell	10,800 -800	-7%	-$39.4K	0.24%	105
2019 Q1	$560K	Buy	+11,600	New	+$530K	0.24%	107

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

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.