Hudson Capital Management’s NextEra Energy NEE Stock Holding History

Hudson 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	-11,978	Closed	-$686K	–	69
2023 Q3	$686K	Buy	11,978 +477	+4%	+$33K	0.27%	47
2023 Q2	$853K	Hold	11,501	–	–	0.33%	49
2023 Q1	$886K	Buy	11,501 +351	+3%	+$27K	0.35%	49
2022 Q4	$932K	Hold	11,150	–	–	0.37%	51
2022 Q3	$874K	Buy	11,150 +100	+0.9%	+$8.48K	0.44%	48
2022 Q2	$856K	Buy	11,050 +350	+3%	+$26.6K	0.41%	49
2022 Q1	$906K	Buy	10,700 +200	+2%	+$16K	0.36%	50
2021 Q4	$980K	Hold	10,500	–	–	0.36%	51
2021 Q3	$824K	Buy	10,500 +500	+5%	+$40.3K	0.33%	49
2021 Q2	$733K	Hold	10,000	–	–	0.3%	48
2021 Q1	$756K	Buy	10,000 +2,000	+25%	+$156K	0.32%	47
2020 Q4	$617K	Buy	8,000 +2,000	+33%	+$150K	0.27%	49
2020 Q3	$416K	Hold	6,000	–	–	0.2%	52
2020 Q2	$360K	Hold	6,000	–	–	0.19%	55
2020 Q1	$361K	Buy	+6,000	New	+$377K	0.24%	52

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

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

Hudson Capital Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 11,978 shares — an estimated $686K sold.

Hudson Capital Management first reported a position in NEE in Q1 2020 and held it in 15 quarters. The position peaked at $980K in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Hudson Capital Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Hudson Capital Management sold 11,978 NextEra Energy shares in Q4 2023, an estimated $686K.
Hudson Capital Management first reported a position in NextEra Energy in Q1 2020 and held it in 15 quarters.
Hudson Capital Management's NextEra Energy position peaked at $980K in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Hudson Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.