III Capital Management’s NextEra Energy NEE Stock Holding History

III 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
2024 Q4	–	Sell	-5,237	Closed	-$443K	–	50
2024 Q3	$443K	Sell	5,237 -81,799	-94%	-$6.38M	0.03%	66
2024 Q2	$6.16M	Sell	87,036 -239,664	-73%	-$17M	0.29%	52
2024 Q1	$20.9M	Buy	326,700 +161,700	+98%	+$9.47M	0.97%	33
2023 Q4	$10M	Buy	165,000 +83,000	+101%	+$4.73M	0.42%	64
2023 Q3	$4.7M	Buy	+82,000	New	+$5.68M	0.24%	74
2022 Q1	–	Sell	-21,500	Closed	-$2.01M	–	162
2021 Q4	$2.01M	Buy	+21,500	New	+$1.86M	0.15%	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

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

III Capital Management's NEE Position: Q4 2024 in Review

III Capital Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 5,237 shares — an estimated $443K sold.

III Capital Management first reported a position in NEE in Q4 2021 and held it in 6 quarters. The position peaked at $20.9M in Q1 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

III Capital Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
III Capital Management sold 5,237 NextEra Energy shares in Q4 2024, an estimated $443K.
III Capital Management first reported a position in NextEra Energy in Q4 2021 and held it in 6 quarters.
III Capital Management's NextEra Energy position peaked at $20.9M in Q1 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on III Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.