Kepos Capital’s NextEra Energy NEE Stock Holding History

Kepos Capital’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 Q4	–	Sell	-2,643	Closed	-$223K	–	155
2024 Q3	$223K	Sell	2,643 -1,199	-31%	-$93.6K	0.1%	75
2024 Q2	$272K	Sell	3,842 -1,927	-33%	-$137K	0.11%	69
2024 Q1	$369K	Sell	5,769 -951	-14%	-$55.7K	0.1%	78
2023 Q4	$408K	Buy	6,720 +635	+10%	+$36.2K	0.13%	69
2023 Q3	$349K	Buy	6,085 +1,301	+27%	+$90.1K	0.06%	92
2023 Q2	$355K	Buy	+4,784	New	+$362K	0.07%	108
2022 Q4	$441K	Sell	5,272 -752	-12%	-$60.8K	0.06%	114
2022 Q3	$472K	Sell	6,024 -851	-12%	-$72.2K	0.06%	139
2022 Q2	$533K	Sell	6,875 -562	-8%	-$42.8K	0.05%	150
2022 Q1	$630K	Sell	7,437 -286	-4%	-$22.9K	0.05%	203
2021 Q4	$721K	Sell	7,723 -14	-0.2%	-$1.21K	0.06%	230
2021 Q3	$608K	Buy	+7,737	New	+$624K	0.04%	336
2018 Q3	–	Sell	-155,864	Closed	-$6.51M	–	402
2018 Q2	$6.51M	Buy	+155,864	New	+$6.29M	0.33%	57
2017 Q4	–	Sell	-88,544	Closed	-$3.24M	–	189
2017 Q3	$3.24M	Buy	+88,544	New	+$3.24M	0.54%	22

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

Kepos Capital's NEE Position: Q4 2024 in Review

Kepos Capital sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,643 shares — an estimated $223K sold.

Kepos Capital first reported a position in NEE in Q3 2017 and held it in 14 quarters. The position peaked at $6.51M in Q2 2018. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Kepos Capital reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Kepos Capital sold 2,643 NextEra Energy shares in Q4 2024, an estimated $223K.
Kepos Capital first reported a position in NextEra Energy in Q3 2017 and held it in 14 quarters.
Kepos Capital's NextEra Energy position peaked at $6.51M in Q2 2018.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Kepos Capital's 13F filing for Q4 2024, filed 11 Feb 2025.