Inherent Group’s NextEra Energy NEE Stock Holding History

Inherent Group’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 Q3	$22M	Hold	260,000	–	–	20.32%	2
2024 Q2	$18.4M	Hold	260,000	–	–	16.19%	3
2024 Q1	$16.6M	Buy	+260,000	New	+$15.2M	10.07%	3
2022 Q1	–	Sell	-148,234	Closed	-$13.8M	–	45
2021 Q4	$13.8M	Hold	148,234	–	–	2.36%	14
2021 Q3	$11.6M	Hold	148,234	–	–	1.01%	19
2021 Q2	$10.9M	Sell	148,234 -2,500	-2%	-$188K	1%	17
2021 Q1	$11.4M	Buy	150,734 +40,300	+36%	+$3.15M	1.61%	15
2020 Q4	$8.52M	Sell	110,434 -53,166	-32%	-$3.98M	1.82%	15
2020 Q3	$11.4M	Sell	163,600 -16,000	-9%	-$1.1M	5.65%	7
2020 Q2	$10.8M	Buy	+179,600	New	+$10.7M	14.19%	2

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

Inherent Group's NEE Position: Q3 2024 in Review

Inherent Group held its NextEra Energy (NEE) position steady in Q3 2024 at 260,000 shares worth $22M. The position accounts for 20.32% of the portfolio, ranked #2.

Inherent Group first reported a position in NEE in Q2 2020 and has held it in 10 quarters since. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Inherent Group held 260,000 shares of NextEra Energy worth $22M as of Q3 2024.
Inherent Group left its NextEra Energy share count unchanged in Q3 2024.
NextEra Energy made up 20.32% of Inherent Group's portfolio in Q3 2024, its #2 holding.
Inherent Group first reported a position in NextEra Energy in Q2 2020 and has held it in 10 quarters since.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Inherent Group's 13F filing for Q3 2024, filed 14 Nov 2024.