Merewether Investment Management’s NextEra Energy NEE Stock Holding History

Merewether 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
2023 Q3	–	Sell	-314,712	Closed	-$23.4M	–	48
2023 Q2	$23.4M	Sell	314,712 -433,427	-58%	-$32.8M	1.7%	25
2023 Q1	$57.7M	Buy	748,139 +158,800	+27%	+$12.2M	5.11%	7
2022 Q4	$49.3M	Buy	589,339 +75,000	+15%	+$6.06M	4.81%	9
2022 Q3	$40.3M	Buy	514,339 +39,472	+8%	+$3.35M	4.04%	9
2022 Q2	$36.8M	Buy	474,867 +350,270	+281%	+$26.7M	4.77%	9
2022 Q1	$10.6M	Buy	+124,597	New	+$9.99M	1.07%	22

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Merewether Investment Management's NEE Position: Q3 2023 in Review

Merewether Investment Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 314,712 shares — an estimated $23.4M sold.

Merewether Investment Management first reported a position in NEE in Q1 2022 and held it in 6 quarters. The position peaked at $57.7M in Q1 2023. 2,310 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Merewether Investment Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Merewether Investment Management sold 314,712 NextEra Energy shares in Q3 2023, an estimated $23.4M.
Merewether Investment Management first reported a position in NextEra Energy in Q1 2022 and held it in 6 quarters.
Merewether Investment Management's NextEra Energy position peaked at $57.7M in Q1 2023.
2,310 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Merewether Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.