Levin Capital Strategies’s NextEra Energy NEE Stock Holding History

Levin Capital Strategies’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	–	Sell	-6,060	Closed	-$387K	–	254
2024 Q1	$387K	Buy	+6,060	New	+$355K	0.04%	158
2022 Q2	–	Sell	-4,560	Closed	-$386K	–	316
2022 Q1	$386K	Buy	+4,560	New	+$365K	0.04%	188
2017 Q1	–	Sell	-745,440	Closed	-$22.3M	–	324
2016 Q4	$22.3M	Buy	745,440 +111,348	+18%	+$3.33M	0.38%	53
2016 Q3	$19.4M	Hold	634,092	–	–	0.29%	59
2016 Q2	$20.7M	Sell	634,092 -6,956	-1%	-$209K	0.37%	53
2016 Q1	$19M	Hold	641,048	–	–	0.34%	53
2015 Q4	$16.6M	Sell	641,048 -316,564	-33%	-$8.01M	0.29%	57
2015 Q3	$23.4M	Sell	957,612 -76	-0%	-$1.93K	0.4%	51
2015 Q2	$23.5M	Buy	+957,688	New	+$24.3M	0.35%	59
2014 Q4	–	Sell	-919,116	Closed	-$21.6M	–	406
2014 Q3	$21.6M	Hold	919,116	–	–	0.33%	65
2014 Q2	$23.5M	Hold	919,116	–	–	0.36%	63
2014 Q1	$22M	Hold	919,116	–	–	0.37%	62
2013 Q4	$19.7M	Sell	919,116 -136,000	-13%	-$2.87M	0.32%	62
2013 Q3	$21.1M	Hold	1,055,116	–	–	0.36%	56
2013 Q2	$21.5M	Buy	+1,055,116	New	+$20.9M	0.39%	57

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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Levin Capital Strategies's NEE Position: Q2 2024 in Review

Levin Capital Strategies sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 6,060 shares — an estimated $387K sold.

Levin Capital Strategies first reported a position in NEE in Q2 2013 and held it in 15 quarters. The position peaked at $23.5M in Q2 2014. 2,545 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Levin Capital Strategies reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Levin Capital Strategies sold 6,060 NextEra Energy shares in Q2 2024, an estimated $387K.
Levin Capital Strategies first reported a position in NextEra Energy in Q2 2013 and held it in 15 quarters.
Levin Capital Strategies's NextEra Energy position peaked at $23.5M in Q2 2014.
2,545 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Levin Capital Strategies's 13F filing for Q2 2024, filed 7 Aug 2024.