M&G Investment Management’s NextEra Energy NEE Stock Holding History

M&G Investment Management’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	$264M	Buy	4,335,417 +1,097,071	+34%	+$62.5M	0.94%	12
2023 Q3	$185M	Buy	3,238,346 +1,650,272	+104%	+$114M	0.83%	18
2023 Q2	$118M	Sell	1,588,074 -347,808	-18%	-$26.3M	0.47%	39
2023 Q1	$149M	Buy	1,935,882 +639,152	+49%	+$49.2M	0.7%	30
2022 Q4	$109M	Buy	1,296,730 +114,790	+10%	+$9.27M	0.54%	38
2022 Q3	$92.2K	Sell	1,181,940 -127,022	-10%	-$10.8M	0.53%	38
2022 Q2	$101K	Buy	1,308,962 +385,479	+42%	+$29.3M	0.6%	36
2022 Q1	$78.5K	Buy	923,483 +57,775	+7%	+$4.63M	0.15%	53
2021 Q4	$80.5K	Sell	865,708 -1,060,869	-55%	-$91.7M	0.21%	55
2021 Q3	$152K	Sell	1,926,577 -46,365	-2%	-$3.74M	0.36%	31
2021 Q2	$144K	Buy	1,972,942 +457,332	+30%	+$34.3M	0.36%	33
2021 Q1	$115K	Buy	1,515,610 +766,195	+102%	+$59.8M	0.36%	27
2020 Q4	$57.7K	Buy	749,415 +15,307	+2%	+$1.15M	0.36%	62
2020 Q3	$51M	Buy	734,108 +70,028	+11%	+$4.83M	0.51%	58
2020 Q2	$39.8M	Buy	664,080 +184,636	+39%	+$11.1M	0.42%	70
2020 Q1	$28.9M	Sell	479,444 -188,480	-28%	-$11.8M	0.35%	73
2019 Q4	$40.4M	Buy	+667,924	New	+$39M	0.36%	68

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

M&G Investment Management's NEE Position: Q4 2023 in Review

M&G Investment Management increased its NextEra Energy (NEE) stake by 34% in Q4 2023, buying an estimated $62.5M and bringing the position to 4,335,417 shares worth $264M. The position accounts for 0.94% of the portfolio, ranked #12.

M&G Investment Management first reported a position in NEE in Q4 2019 and has held it in 17 quarters since. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

M&G Investment Management held 4,335,417 shares of NextEra Energy worth $264M as of Q4 2023.
M&G Investment Management bought 1,097,071 NextEra Energy shares in Q4 2023, an estimated $62.5M.
NextEra Energy made up 0.94% of M&G Investment Management's portfolio in Q4 2023, its #12 holding.
M&G Investment Management first reported a position in NextEra Energy in Q4 2019 and has held it in 17 quarters since.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.