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Kiwi Wealth Investments Limited Partnership’s NextEra Energy NEE Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-170,149
Closed -$12.6M – 146
2023
Q2 		$12.6M Hold
170,149
– – 0.78% 33
2023
Q1 		$13.1M Sell
170,149
-63,699
-27% -$4.9M 0.85% 34
2022
Q4 		$19.5M Buy
233,848
+146,226
+167% +$11.8M 1.3% 19
2022
Q3 		$6.79M Hold
87,622
– – 0.47% 52
2022
Q2 		$6.79M Sell
87,622
-39,965
-31% -$3.04M 0.47% 52
2022
Q1 		$10.8M Sell
127,587
-1,028
-0.8% -$82.4K 0.58% 42
2021
Q4 		$12M Sell
128,615
-6,162
-5% -$533K 0.57% 50
2021
Q3 		$10.6M Buy
134,777
+81,913
+155% +$6.61M 0.54% 55
2021
Q2 		$3.87M Sell
52,864
-49,099
-48% -$3.68M 0.2% 130
2021
Q1 		$7.71M Sell
101,963
-70,364
-41% -$5.49M 0.45% 61
2020
Q4 		$13.3M Buy
172,327
+29,255
+20% +$2.19M 0.78% 26
2020
Q3 		$9.93M Sell
143,072
-121,844
-46% -$8.41M 0.69% 38
2020
Q2 		$15.9M Sell
264,916
-31,528
-11% -$1.89M 1.29% 16
2020
Q1 		$17.8M Sell
296,444
-26,808
-8% -$1.69M 1.79% 11
2019
Q4 		$19.6M Buy
323,252
+65,436
+25% +$3.82M 1.44% 14
2019
Q3 		$15M Buy
257,816
+125,404
+95% +$6.79M 1.21% 22
2019
Q2 		$6.78M Buy
+132,412
New +$6.52M 0.59% 45

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's NEE Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 170,149 shares — an estimated $12.6M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in NEE in Q2 2019 and held it in 17 quarters. The position peaked at $19.6M in Q4 2019. 2,310 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 170,149 NextEra Energy shares in Q3 2023, an estimated $12.6M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in NextEra Energy in Q2 2019 and held it in 17 quarters.
  • Kiwi Wealth Investments Limited Partnership's NextEra Energy position peaked at $19.6M in Q4 2019.
  • 2,310 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.