KLR Investment Advisors’s NextEra Energy NEE Stock Holding History

KLR Investment Advisors’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 Q1	$569K	Buy	8,714 +1,831	+27%	+$107K	0.41%	64
2023 Q4	$418K	Sell	6,883 -207	-3%	-$11.8K	0.3%	96
2023 Q3	$546K	Sell	7,090 -212	-3%	-$14.7K	0.5%	52
2023 Q2	$542K	Sell	7,302 -29	-0.4%	-$2.2K	0.45%	59
2023 Q1	$565K	Sell	7,331 -202	-3%	-$15.5K	0.5%	55
2022 Q4	$630K	Buy	+7,533	New	+$609K	0.52%	46

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

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

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

KLR Investment Advisors's NEE Position: Q1 2024 in Review

KLR Investment Advisors increased its NextEra Energy (NEE) stake by 27% in Q1 2024, buying an estimated $107K and bringing the position to 8,714 shares worth $569K. The position accounts for 0.41% of the portfolio, ranked #64.

KLR Investment Advisors first reported a position in NEE in Q4 2022 and has held it in 6 quarters since. The position peaked at $630K in Q4 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

KLR Investment Advisors held 8,714 shares of NextEra Energy worth $569K as of Q1 2024.
KLR Investment Advisors bought 1,831 NextEra Energy shares in Q1 2024, an estimated $107K.
NextEra Energy made up 0.41% of KLR Investment Advisors's portfolio in Q1 2024, its #64 holding.
KLR Investment Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's NextEra Energy position peaked at $630K in Q4 2022.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.