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
2025 Q2	–	Sell	-1,800	Closed	-$128K	–	344
2025 Q1	$128K	Buy	+1,800	New	+$127K	0.02%	264
2024 Q1	–	Sell	-10,000	Closed	-$607K	–	441
2023 Q4	$607K	Buy	10,000 +8,100	+426%	+$462K	0.03%	194
2023 Q3	$109K	Buy	+1,900	New	+$132K	0.01%	252
2023 Q2	–	Sell	-3,600	Closed	-$277K	–	299
2023 Q1	$277K	Buy	3,600 +1,200	+50%	+$92.3K	0.02%	164
2022 Q4	$201K	Buy	+2,400	New	+$194K	0.02%	183
2022 Q1	–	Sell	-2,700	Closed	-$252K	–	355
2021 Q4	$252K	Buy	+2,700	New	+$233K	0.02%	205

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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. 2,464 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.
2,464 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.