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Industrial Alliance Investment Management’s NextEra Energy NEE Stock Holding History

Industrial Alliance Investment 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
Q3 		– Sell
-7,698
Closed -$571K – 113
2023
Q2 		$571K Sell
7,698
-238,641
-97% -$18.1M 0.3% 19
2023
Q1 		$19M Sell
246,339
-122,215
-33% -$9.4M 0.53% 44
2022
Q4 		$30.8M Buy
368,554
+7,620
+2% +$616K 0.86% 25
2022
Q3 		$28.3M Buy
360,934
+4,260
+1% +$361K 0.83% 26
2022
Q2 		$27.6M Sell
356,674
-47,065
-12% -$3.58M 0.79% 28
2022
Q1 		$34.2M Sell
403,739
-45,008
-10% -$3.61M 0.81% 29
2021
Q4 		$41.9M Buy
+448,747
New +$38.8M 0.97% 20

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Industrial Alliance Investment Management's NEE Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 7,698 shares — an estimated $571K sold.

Industrial Alliance Investment Management first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $41.9M in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 7,698 NextEra Energy shares in Q3 2023, an estimated $571K.
  • Industrial Alliance Investment Management first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's NextEra Energy position peaked at $41.9M in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.