James Hambro & Partners’s NextEra Energy NEE Stock Holding History

James Hambro & Partners’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	-3,135	Closed	-$233K	–	57
2023 Q2	$233K	Sell	3,135 -8,740	-74%	-$662K	0.02%	56
2023 Q1	$915K	Buy	11,875 +2,258	+23%	+$174K	0.07%	35
2022 Q4	$804K	Sell	9,617 -3	-0%	-$242	0.06%	36
2022 Q3	$755K	Sell	9,620 -530	-5%	-$45K	0.07%	36
2022 Q2	$786K	Sell	10,150 -1,080	-10%	-$82.2K	0.07%	35
2022 Q1	$952K	Sell	11,230 -880	-7%	-$70.5K	0.07%	34
2021 Q4	$1.13M	Sell	12,110 -2,682	-18%	-$232K	0.08%	35
2021 Q3	$1.16M	Buy	14,792 +7,000	+90%	+$565K	0.09%	36
2021 Q2	$571K	Sell	7,792 -1,200	-13%	-$90.1K	0.05%	44
2021 Q1	$680K	Buy	8,992 +1,280	+17%	+$99.9K	0.06%	44
2020 Q4	$594K	Buy	7,712 +4,052	+111%	+$303K	0.07%	37
2020 Q3	$254K	Buy	+3,660	New	+$253K	0.04%	53

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

James Hambro & Partners's NEE Position: Q3 2023 in Review

James Hambro & Partners sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,135 shares — an estimated $233K sold.

James Hambro & Partners first reported a position in NEE in Q3 2020 and held it in 12 quarters. The position peaked at $1.16M in Q3 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

James Hambro & Partners reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
James Hambro & Partners sold 3,135 NextEra Energy shares in Q3 2023, an estimated $233K.
James Hambro & Partners first reported a position in NextEra Energy in Q3 2020 and held it in 12 quarters.
James Hambro & Partners's NextEra Energy position peaked at $1.16M in Q3 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on James Hambro & Partners's 13F filing for Q3 2023, filed 24 Oct 2023.