Miramar Capital’s NextEra Energy NEE Stock Holding History

Miramar 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
2023 Q3	–	Sell	-5,107	Closed	-$379K	–	72
2023 Q2	$379K	Sell	5,107 -5,134	-50%	-$389K	0.1%	52
2023 Q1	$789K	Sell	10,241 -714	-7%	-$54.9K	0.2%	39
2022 Q4	$916K	Buy	10,955 +352	+3%	+$28.4K	0.24%	40
2022 Q3	$829K	Buy	10,603 +56	+0.5%	+$4.75K	0.23%	47
2022 Q2	$817K	Buy	10,547 +61	+0.6%	+$4.64K	0.23%	48
2022 Q1	$888K	Buy	10,486 +5,740	+121%	+$460K	0.24%	52
2021 Q4	$443K	Sell	4,746 -129	-3%	-$11.1K	0.15%	42
2021 Q3	$383K	Sell	4,875 -196	-4%	-$15.8K	0.15%	41
2021 Q2	$408K	Buy	+5,071	New	+$381K	0.16%	40
2021 Q1	–	Sell	-22,736	Closed	-$1.9M	–	62
2020 Q4	$1.9M	Buy	+22,736	New	+$1.7M	0.85%	32

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

Miramar Capital's NEE Position: Q3 2023 in Review

Miramar Capital sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 5,107 shares — an estimated $379K sold.

Miramar Capital first reported a position in NEE in Q4 2020 and held it in 10 quarters. The position peaked at $1.9M in Q4 2020. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Miramar Capital reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Miramar Capital sold 5,107 NextEra Energy shares in Q3 2023, an estimated $379K.
Miramar Capital first reported a position in NextEra Energy in Q4 2020 and held it in 10 quarters.
Miramar Capital's NextEra Energy position peaked at $1.9M in Q4 2020.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Miramar Capital's 13F filing for Q3 2023, filed 7 Nov 2023.