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
2021 Q4	–	Sell	-118,500	Closed	-$9.3M	–	1884
2021 Q3	$9.3M	Buy	+118,500	New	+$9.56M	0.07%	278
2020 Q2	–	Sell	-28,000	Closed	-$1.68M	–	1816
2020 Q1	$1.68M	Sell	28,000 -95,600	-77%	-$6.01M	0.02%	764
2019 Q4	$7.48M	Sell	123,600 -5,200	-4%	-$304K	0.06%	348
2019 Q3	$7.5M	Buy	128,800 +104,400	+428%	+$5.65M	0.06%	324
2019 Q2	$1.25M	Buy	24,400 +12,000	+97%	+$590K	0.01%	1175
2019 Q1	$599K	Buy	+12,400	New	+$567K	﹤0.01%	1507
2018 Q3	–	Sell	-25,200	Closed	-$1.05M	–	2638
2018 Q2	$1.05M	Sell	25,200 -159,200	-86%	-$6.43M	0.01%	1233
2018 Q1	$7.53M	Buy	184,400 +166,800	+948%	+$6.43M	0.04%	332
2017 Q4	$687K	Sell	17,600 -400	-2%	-$15.4K	﹤0.01%	1576
2017 Q3	$659K	Buy	+18,000	New	+$659K	﹤0.01%	1493
2017 Q2	–	Sell	-22,000	Closed	-$706K	–	2447
2017 Q1	$706K	Buy	22,000 +20,800	+1,733%	+$654K	0.01%	1444
2016 Q4	$36K	Buy	+1,200	New	+$35.9K	﹤0.01%	2103
2016 Q2	–	Sell	-14,400	Closed	-$426K	–	2339
2016 Q1	$426K	Buy	+14,400	New	+$404K	﹤0.01%	1532
2015 Q2	–	Sell	-120,000	Closed	-$3.12M	–	3433
2015 Q1	$3.12M	Buy	+120,000	New	+$3.17M	0.02%	594

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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.