McRae Capital Management’s NextEra Energy NEE Stock Holding History

McRae Capital 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	–	Sell	-7,300	Closed	-$418K	–	99
2023 Q3	$418K	Hold	7,300	–	–	0.12%	66
2023 Q2	$542K	Hold	7,300	–	–	0.15%	54
2023 Q1	$563K	Hold	7,300	–	–	0.16%	54
2022 Q4	$610K	Hold	7,300	–	–	0.18%	54
2022 Q3	$572K	Hold	7,300	–	–	0.17%	54
2022 Q2	$565K	Sell	7,300 -4,200	-37%	-$320K	0.15%	59
2022 Q1	$974K	Hold	11,500	–	–	0.22%	48
2021 Q4	$1.07M	Hold	11,500	–	–	0.22%	49
2021 Q3	$903K	Sell	11,500 -400	-3%	-$32.3K	0.2%	49
2021 Q2	$872K	Buy	11,900 +500	+4%	+$37.5K	0.2%	48
2021 Q1	$862K	Buy	11,400 +400	+4%	+$31.2K	0.21%	46
2020 Q4	$849K	Sell	11,000 -200	-2%	-$15K	0.24%	42
2020 Q3	$777K	Hold	11,200	–	–	0.26%	46
2020 Q2	$672K	Hold	11,200	–	–	0.25%	42
2020 Q1	$674K	Sell	11,200 -800	-7%	-$50.3K	0.33%	41
2019 Q4	$726K	Hold	12,000	–	–	0.27%	45
2019 Q3	$699K	Hold	12,000	–	–	0.27%	44
2019 Q2	$615K	Hold	12,000	–	–	0.25%	48
2019 Q1	$580K	Hold	12,000	–	–	0.24%	52
2018 Q4	$521K	Hold	12,000	–	–	0.27%	47
2018 Q3	$503K	Hold	12,000	–	–	0.21%	51
2018 Q2	$501K	Hold	12,000	–	–	0.21%	58
2018 Q1	$490K	Hold	12,000	–	–	0.22%	51
2017 Q4	$469K	Hold	12,000	–	–	0.2%	59
2017 Q3	$440K	Sell	12,000 -4,800	-29%	-$176K	0.19%	56
2017 Q2	$589K	Hold	16,800	–	–	0.24%	48
2017 Q1	$539K	Hold	16,800	–	–	0.22%	49
2016 Q4	$502K	Hold	16,800	–	–	0.22%	53
2016 Q3	$514K	Sell	16,800 -1,200	-7%	-$37.8K	0.23%	52
2016 Q2	$587K	Hold	18,000	–	–	0.27%	46
2016 Q1	$533K	Buy	18,000 +1,600	+10%	+$44.9K	0.24%	48
2015 Q4	$426K	Hold	16,400	–	–	0.2%	49
2015 Q3	$400K	Hold	16,400	–	–	0.2%	47
2015 Q2	$402K	Hold	16,400	–	–	0.19%	51
2015 Q1	$427K	Hold	16,400	–	–	0.2%	49
2014 Q4	$436K	Hold	16,400	–	–	0.2%	49
2014 Q3	$385K	Hold	16,400	–	–	0.19%	51
2014 Q2	$420K	Hold	16,400	–	–	0.2%	50
2014 Q1	$392K	Hold	16,400	–	–	0.2%	49
2013 Q4	$351K	Hold	16,400	–	–	0.18%	49
2013 Q3	$329K	Hold	16,400	–	–	0.18%	50
2013 Q2	$334K	Buy	+16,400	New	+$325K	0.19%	51

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

McRae Capital Management's NEE Position: Q4 2023 in Review

McRae Capital Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 7,300 shares — an estimated $418K sold.

McRae Capital Management first reported a position in NEE in Q2 2013 and held it in 42 quarters. The position peaked at $1.07M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

McRae Capital Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
McRae Capital Management sold 7,300 NextEra Energy shares in Q4 2023, an estimated $418K.
McRae Capital Management first reported a position in NextEra Energy in Q2 2013 and held it in 42 quarters.
McRae Capital Management's NextEra Energy position peaked at $1.07M in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on McRae Capital Management's 13F filing for Q4 2023, filed 22 Jan 2024.