Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s NextEra Energy NEE Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-4,780
Closed -$290K – 1015
2023
Q4 		$290K Buy
+4,780
New +$272K ﹤0.01% 891
2021
Q1 		– Sell
-32,901
Closed -$2.54M – 1087
2020
Q4 		$2.54M Sell
32,901
-25,103
-43% -$1.88M 0.02% 518
2020
Q3 		$4.03M Sell
58,004
-52,080
-47% -$3.6M 0.04% 390
2020
Q2 		$6.61M Sell
110,084
-170,596
-61% -$10.2M 0.07% 286
2020
Q1 		$16.9M Buy
280,680
+70,928
+34% +$4.46M 0.22% 120
2019
Q4 		$12.7M Buy
209,752
+30,672
+17% +$1.79M 0.12% 203
2019
Q3 		$10.4M Buy
179,080
+172,920
+2,807% +$9.36M 0.13% 204
2019
Q2 		$315K Buy
+6,160
New +$303K ﹤0.01% 806
2018
Q4 		– Sell
-26,880
Closed -$1.13M – 1040
2018
Q3 		$1.13M Buy
26,880
+120
+0.4% +$5.11K 0.02% 630
2018
Q2 		$1.12M Buy
26,760
+14,520
+119% +$586K 0.02% 637
2018
Q1 		$500K Sell
12,240
-8,960
-42% -$346K 0.01% 776
2017
Q4 		$828K Sell
21,200
-94,880
-82% -$3.66M 0.01% 657
2017
Q3 		$4.25M Sell
116,080
-35,920
-24% -$1.32M 0.08% 276
2017
Q2 		$5.33M Buy
152,000
+28,800
+23% +$984K 0.11% 228
2017
Q1 		$3.95M Sell
123,200
-15,000
-11% -$472K 0.08% 293
2016
Q4 		$4.13M Sell
138,200
-259,400
-65% -$7.75M 0.08% 280
2016
Q3 		$12.2M Sell
397,600
-112,680
-22% -$3.55M 0.22% 141
2016
Q2 		$16.6M Sell
510,280
-19,640
-4% -$590K 0.34% 74
2016
Q1 		$15.7M Sell
529,920
-47,080
-8% -$1.32M 0.33% 82
2015
Q4 		$15M Buy
577,000
+29,360
+5% +$743K 0.3% 110
2015
Q3 		$13.4M Buy
547,640
+412,120
+304% +$10.5M 0.27% 118
2015
Q2 		$3.32M Buy
+135,520
New +$3.44M 0.06% 286

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jacobs Levy Equity Management's NEE Position: Q1 2024 in Review

Jacobs Levy Equity Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 4,780 shares — an estimated $290K sold.

Jacobs Levy Equity Management first reported a position in NEE in Q2 2015 and held it in 22 quarters. The position peaked at $16.9M in Q1 2020. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Jacobs Levy Equity Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 4,780 NextEra Energy shares in Q1 2024, an estimated $290K.
  • Jacobs Levy Equity Management first reported a position in NextEra Energy in Q2 2015 and held it in 22 quarters.
  • Jacobs Levy Equity Management's NextEra Energy position peaked at $16.9M in Q1 2020.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2024, filed 15 May 2024.