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Marathon Trading Investment Management’s NextEra Energy NEE Stock Holding History

Marathon Trading 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
2024
Q1 		– Sell
-18,780
Closed -$1.14M – 440
2023
Q4 		$1.14M Buy
18,780
+17,736
+1,699% +$1.01M 0.06% 162
2023
Q3 		$59.8K Buy
+1,044
New +$72.3K 0.01% 264
2023
Q2 		– Sell
-25
Closed -$1.93K – 298
2023
Q1 		$1.93K Sell
25
-383
-94% -$29.5K ﹤0.01% 261
2022
Q4 		$34.1K Buy
+408
New +$33K ﹤0.01% 241

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marathon Trading Investment Management's NEE Position: Q1 2024 in Review

Marathon Trading Investment Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 18,780 shares — an estimated $1.14M sold.

Marathon Trading Investment Management first reported a position in NEE in Q4 2022 and held it in 4 quarters. The position peaked at $1.14M in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Marathon Trading Investment Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Marathon Trading Investment Management sold 18,780 NextEra Energy shares in Q1 2024, an estimated $1.14M.
  • Marathon Trading Investment Management first reported a position in NextEra Energy in Q4 2022 and held it in 4 quarters.
  • Marathon Trading Investment Management's NextEra Energy position peaked at $1.14M in Q4 2023.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Marathon Trading Investment Management's 13F filing for Q1 2024, filed 10 May 2024.