Lawrence B. Cohen’s NextEra Energy NEE Stock Holding History

Lawrence B. Cohen’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 Q4	–	Sell	-37,300	Closed	-$2.14M	–	39
2023 Q3	$2.14M	Buy	37,300 +11,775	+46%	+$815K	1.44%	36
2023 Q2	$1.89M	Sell	25,525 -8	-0%	-$606	1.21%	39
2023 Q1	$1.97M	Buy	25,533 +757	+3%	+$58.2K	1.32%	40
2022 Q4	$2.07M	Buy	24,776 +325	+1%	+$26.3K	1.08%	37
2022 Q3	$1.92M	Sell	24,451 -2,660	-10%	-$226K	1.48%	29
2022 Q2	$2.1M	Buy	27,111 +657	+2%	+$50K	1.5%	34
2022 Q1	$2.24M	Buy	26,454 +606	+2%	+$48.6K	1.33%	37
2021 Q4	$2.41M	Sell	25,848 -6,608	-20%	-$571K	0.94%	45
2021 Q3	$2.55M	Sell	32,456 -565	-2%	-$45.6K	1.34%	36
2021 Q2	$2.42M	Buy	33,021 +415	+1%	+$31.1K	1.23%	39
2021 Q1	$2.46M	Sell	32,606 -284	-0.9%	-$22.2K	1.34%	32
2020 Q4	$2.54M	Buy	32,890 +2,826	+9%	+$211K	1.41%	31
2020 Q3	$2.09M	Buy	30,064 +2,572	+9%	+$178K	1.27%	34
2020 Q2	$1.65M	Buy	27,492 +1,620	+6%	+$97K	1.1%	35
2020 Q1	$1.56M	Buy	25,872 +15,880	+159%	+$998K	1.22%	35
2019 Q4	$605K	Buy	9,992 +160	+2%	+$9.34K	0.36%	57
2019 Q3	$573K	Sell	9,832 -160	-2%	-$8.66K	0.38%	56
2019 Q2	$512K	Hold	9,992	–	–	0.35%	56
2019 Q1	$483K	Sell	9,992 -60	-0.6%	-$2.74K	0.34%	57
2018 Q4	$437K	Buy	10,052 +452	+5%	+$19.8K	0.34%	56
2018 Q3	$402K	Sell	9,600 -800	-8%	-$34.1K	0.27%	57
2018 Q2	$434K	Buy	10,400 +132	+1%	+$5.33K	0.31%	53
2018 Q1	$419K	Sell	10,268 -400	-4%	-$15.4K	0.28%	52
2017 Q4	$417K	Buy	10,668 +60	+0.6%	+$2.32K	0.26%	53
2017 Q3	$389K	Sell	10,608 -2,000	-16%	-$73.3K	0.25%	54
2017 Q2	$442K	Sell	12,608 -800	-6%	-$27.3K	0.28%	54
2017 Q1	$430K	Sell	13,408 -300	-2%	-$9.43K	0.26%	57
2016 Q4	$409K	Buy	13,708 +1,700	+14%	+$50.8K	0.25%	57
2016 Q3	$367K	Hold	12,008	–	–	0.22%	57
2016 Q2	$391K	Buy	12,008 +100	+0.8%	+$3K	0.23%	58
2016 Q1	$352K	Hold	11,908	–	–	0.23%	58
2015 Q4	$309K	Hold	11,908	–	–	0.21%	59
2015 Q3	$290K	Hold	11,908	–	–	0.2%	58
2015 Q2	$292K	Hold	11,908	–	–	0.18%	60
2015 Q1	$310K	Hold	11,908	–	–	0.19%	60
2014 Q4	$316K	Buy	11,908 +408	+4%	+$10.3K	0.19%	61
2014 Q3	$270K	Sell	11,500 -300	-3%	-$7.24K	0.18%	62
2014 Q2	$302K	Hold	11,800	–	–	0.2%	59
2014 Q1	$282K	Sell	11,800 -400	-3%	-$9.06K	0.19%	58
2013 Q4	$261K	Sell	12,200 -800	-6%	-$16.9K	0.19%	59
2013 Q3	$261K	Hold	13,000	–	–	0.2%	58
2013 Q2	$265K	Buy	+13,000	New	+$258K	0.2%	57

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Lawrence B. Cohen's NEE Position: Q4 2023 in Review

Lawrence B. Cohen sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 37,300 shares — an estimated $2.14M sold.

Lawrence B. Cohen first reported a position in NEE in Q2 2013 and held it in 42 quarters. The position peaked at $2.55M in Q3 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Lawrence B. Cohen reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Lawrence B. Cohen sold 37,300 NextEra Energy shares in Q4 2023, an estimated $2.14M.
Lawrence B. Cohen first reported a position in NextEra Energy in Q2 2013 and held it in 42 quarters.
Lawrence B. Cohen's NextEra Energy position peaked at $2.55M in Q3 2021.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Lawrence B. Cohen's 13F filing for Q4 2023, filed 9 Feb 2024.