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Jefferies Group’s NextEra Energy NEE Stock Holding History

Jefferies 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
2022
Q3 		– Sell
-119,300
Closed -$9.24M – 1839
2022
Q2 		$9.24M Buy
+119,300
New +$9.08M 0.08% 209
2021
Q4 		– Sell
-1,500
Closed -$118K – 1883
2021
Q3 		$118K Sell
1,500
-20,400
-93% -$1.65M ﹤0.01% 1537
2021
Q2 		$1.6M Buy
+21,900
New +$1.64M 0.01% 826
2020
Q2 		– Sell
-21,200
Closed -$1.27M – 1815
2020
Q1 		$1.27M Sell
21,200
-38,000
-64% -$2.39M 0.01% 905
2019
Q4 		$3.58M Sell
59,200
-166,000
-74% -$9.69M 0.03% 698
2019
Q3 		$13.1M Buy
225,200
+204,400
+983% +$11.1M 0.1% 147
2019
Q2 		$1.06M Sell
20,800
-135,600
-87% -$6.67M 0.01% 1257
2019
Q1 		$7.56M Sell
156,400
-317,600
-67% -$14.5M 0.06% 284
2018
Q4 		$20.6M Buy
474,000
+257,200
+119% +$11.2M 0.17% 88
2018
Q3 		$9.08M Buy
216,800
+188,000
+653% +$8M 0.06% 306
2018
Q2 		$1.2M Sell
28,800
-83,600
-74% -$3.38M 0.01% 1155
2018
Q1 		$4.59M Buy
112,400
+94,800
+539% +$3.66M 0.02% 507
2017
Q4 		$687K Buy
17,600
+11,600
+193% +$448K ﹤0.01% 1575
2017
Q3 		$220K Buy
+6,000
New +$220K ﹤0.01% 2032
2017
Q1 		– Sell
-4,800
Closed -$143K – 2546
2016
Q4 		$143K Buy
4,800
+4,000
+500% +$120K ﹤0.01% 1965
2016
Q3 		$24K Buy
+800
New +$25.2K ﹤0.01% 2130
2016
Q2 		– Sell
-28,400
Closed -$840K – 2338
2016
Q1 		$840K Sell
28,400
-196,800
-87% -$5.52M ﹤0.01% 1206
2015
Q4 		$5.85M Buy
+225,200
New +$5.7M 0.03% 402
2014
Q2 		– Sell
-10,400
Closed -$249K – 2280
2014
Q1 		$249K Buy
+10,400
New +$236K ﹤0.01% 1616
2013
Q4 		– Sell
-139,200
Closed -$2.79M – 2131
2013
Q3 		$2.79M Buy
139,200
+50,800
+57% +$1.05M 0.03% 486
2013
Q2 		$1.8M Buy
+88,400
New +$1.75M 0.02% 548

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Jefferies Group's NEE Position: Q3 2022 in Review

Jefferies Group reduced its NextEra Energy (NEE) stake by 50% in Q3 2022, selling an estimated $967K and leaving 11,615 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #831.

Jefferies Group first reported a position in NEE in Q2 2013 and has held it in 35 quarters since. The position peaked at $25M in Q4 2019. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • Jefferies Group held 11,615 shares of NextEra Energy worth $911K as of Q3 2022.
  • Jefferies Group sold 11,395 NextEra Energy shares in Q3 2022, an estimated $967K.
  • NextEra Energy made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #831 holding.
  • Jefferies Group first reported a position in NextEra Energy in Q2 2013 and has held it in 35 quarters since.
  • Jefferies Group's NextEra Energy position peaked at $25M in Q4 2019.
  • 2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.