Liontrust Investment Partners’s NextEra Energy NEE Stock Holding History

Liontrust Investment Partners’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 Q4	–	Sell	-190,000	Closed	-$13.5M	–	242
2024 Q3	$13.5M	Hold	190,000	–	–	0.19%	83
2024 Q2	$13.5M	Buy	+190,000	New	+$13.5M	0.19%	83
2023 Q3	–	Sell	-88,800	Closed	-$6.59M	–	215
2023 Q2	$6.59M	Sell	88,800 -6,200	-7%	-$469K	0.09%	118
2023 Q1	$7.32M	Hold	95,000	–	–	0.11%	117
2022 Q4	$7.94M	Sell	95,000 -3,700	-4%	-$299K	0.14%	70
2022 Q3	$7.74M	Hold	98,700	–	–	0.12%	93
2022 Q2	$7.65M	Hold	98,700	–	–	0.11%	117
2022 Q1	$8.36M	Hold	98,700	–	–	0.11%	88
2021 Q4	$9.21M	Sell	98,700 -7,900	-7%	-$683K	0.11%	97
2021 Q3	$8.37M	Buy	+106,600	New	+$8.6M	0.12%	99
2020 Q4	$8.48M	Buy	+109,900	New	+$8.22M	0.17%	78

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

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

Liontrust Investment Partners's NEE Position: Q4 2024 in Review

Liontrust Investment Partners sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 190,000 shares — an estimated $13.5M sold.

Liontrust Investment Partners first reported a position in NEE in Q4 2020 and held it in 11 quarters. The position peaked at $13.5M in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Liontrust Investment Partners reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Liontrust Investment Partners sold 190,000 NextEra Energy shares in Q4 2024, an estimated $13.5M.
Liontrust Investment Partners first reported a position in NextEra Energy in Q4 2020 and held it in 11 quarters.
Liontrust Investment Partners's NextEra Energy position peaked at $13.5M in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.