Maverick Capital’s NextEra Energy NEE Stock Holding History

Maverick Capital’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	-4,782	Closed	-$290K	–	506
2023 Q4	$290K	Buy	+4,782	New	+$273K	0.01%	285
2023 Q3	–	Sell	-8,260	Closed	-$613K	–	432
2023 Q2	$613K	Buy	+8,260	New	+$625K	0.01%	207
2021 Q4	–	Sell	-15,693	Closed	-$1.23M	–	530
2021 Q3	$1.23M	Sell	15,693 -10,387	-40%	-$838K	0.01%	249
2021 Q2	$1.91M	Buy	26,080 +19,245	+282%	+$1.44M	0.02%	173
2021 Q1	$517K	Buy	+6,835	New	+$533K	﹤0.01%	383
2020 Q4	–	Sell	-9,828	Closed	-$682K	–	742
2020 Q3	$682K	Sell	9,828 -26,192	-73%	-$1.81M	0.01%	377
2020 Q2	$2.16M	Buy	36,020 +34,544	+2,340%	+$2.07M	0.05%	161
2020 Q1	$89K	Buy	+1,476	New	+$92.8K	﹤0.01%	441

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maverick Capital's NEE Position: Q1 2024 in Review

Maverick Capital sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 4,782 shares — an estimated $290K sold.

Maverick Capital first reported a position in NEE in Q1 2020 and held it in 8 quarters. The position peaked at $2.16M in Q2 2020. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Maverick Capital reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Maverick Capital sold 4,782 NextEra Energy shares in Q1 2024, an estimated $290K.
Maverick Capital first reported a position in NextEra Energy in Q1 2020 and held it in 8 quarters.
Maverick Capital's NextEra Energy position peaked at $2.16M in Q2 2020.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.