La Financiere de L'Echiquier’s NextEra Energy NEE Stock Holding History

La Financiere de L'Echiquier’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 Q2	$2.43M	Buy	34,288 +2,300	+7%	+$163K	0.11%	62
2024 Q1	$2.04M	Sell	31,988 -3,162	-9%	-$185K	0.09%	61
2023 Q4	$2.14M	Buy	35,150 +3,000	+9%	+$171K	0.1%	62
2023 Q3	$1.84M	Sell	32,150 -189,500	-85%	-$13.1M	0.1%	66
2023 Q2	$16.4M	Sell	221,650 -16,000	-7%	-$1.21M	0.82%	31
2023 Q1	$18.3M	Buy	237,650 +40,700	+21%	+$3.13M	0.96%	31
2022 Q4	$16.5M	Buy	196,950 +79,950	+68%	+$6.46M	1.04%	29
2022 Q3	$9.17M	Buy	+117,000	New	+$9.93M	0.58%	36

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

La Financiere de L'Echiquier's NEE Position: Q2 2024 in Review

La Financiere de L'Echiquier increased its NextEra Energy (NEE) stake by 7.2% in Q2 2024, buying an estimated $163K and bringing the position to 34,288 shares worth $2.43M. The position accounts for 0.11% of the portfolio, ranked #62.

La Financiere de L'Echiquier first reported a position in NEE in Q3 2022 and has held it in 8 quarters since. The position peaked at $18.3M in Q1 2023. 2,542 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

La Financiere de L'Echiquier held 34,288 shares of NextEra Energy worth $2.43M as of Q2 2024.
La Financiere de L'Echiquier bought 2,300 NextEra Energy shares in Q2 2024, an estimated $163K.
NextEra Energy made up 0.11% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #62 holding.
La Financiere de L'Echiquier first reported a position in NextEra Energy in Q3 2022 and has held it in 8 quarters since.
La Financiere de L'Echiquier's NextEra Energy position peaked at $18.3M in Q1 2023.
2,542 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.