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Marietta Investment Partners’s NextEra Energy NEE Stock Holding History

Marietta 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
2023
Q4 		– Sell
-6,030
Closed -$345K – 164
2023
Q3 		$345K Sell
6,030
-3,526
-37% -$244K 0.1% 131
2023
Q2 		$709K Sell
9,556
-1,707
-15% -$129K 0.18% 91
2023
Q1 		$868K Sell
11,263
-148
-1% -$11.4K 0.24% 81
2022
Q4 		$954K Buy
11,411
+90
+0.8% +$7.27K 0.27% 75
2022
Q3 		$892K Sell
11,321
-720
-6% -$61.1K 0.26% 79
2022
Q2 		$933K Sell
12,041
-1,734
-13% -$132K 0.28% 76
2022
Q1 		$1.17M Sell
13,775
-3,400
-20% -$272K 0.27% 74
2021
Q4 		$1.6M Buy
17,175
+233
+1% +$20.1K 0.34% 65
2021
Q3 		$1.33M Buy
16,942
+40
+0.2% +$3.23K 0.3% 75
2021
Q2 		$1.24M Hold
16,902
– – 0.28% 78
2021
Q1 		$1.28M Buy
16,902
+390
+2% +$30.4K 0.32% 68
2020
Q4 		$1.27M Buy
16,512
+4,280
+35% +$320K 0.33% 65
2020
Q3 		$849K Buy
12,232
+1,400
+13% +$96.7K 0.26% 74
2020
Q2 		$650K Sell
10,832
-200
-2% -$12K 0.22% 78
2020
Q1 		$664K Buy
+11,032
New +$693K 0.29% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marietta Investment Partners's NEE Position: Q4 2023 in Review

Marietta Investment Partners sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 6,030 shares — an estimated $345K sold.

Marietta Investment Partners first reported a position in NEE in Q1 2020 and held it in 15 quarters. The position peaked at $1.6M in Q4 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Marietta Investment Partners reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 6,030 NextEra Energy shares in Q4 2023, an estimated $345K.
  • Marietta Investment Partners first reported a position in NextEra Energy in Q1 2020 and held it in 15 quarters.
  • Marietta Investment Partners's NextEra Energy position peaked at $1.6M in Q4 2021.
  • 2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Marietta Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.