MFAM
NEE icon

Motley Fool Asset Management’s NextEra Energy NEE Stock Holding History

Motley Fool Asset 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
2024
Q1 		– Sell
-56,202
Closed -$3.41M – 224
2023
Q4 		$3.41M Buy
56,202
+4,069
+8% +$232K 0.25% 83
2023
Q3 		$2.99M Buy
52,133
+5,566
+12% +$385K 0.24% 81
2023
Q2 		$3.46M Buy
46,567
+3,069
+7% +$232K 0.31% 68
2023
Q1 		$3.35M Buy
43,498
+158
+0.4% +$12.2K 0.37% 64
2022
Q4 		$3.62M Sell
43,340
-1,847
-4% -$149K 0.41% 59
2022
Q3 		$3.54M Sell
45,187
-276
-0.6% -$23.4K 0.35% 64
2022
Q2 		$3.6M Sell
45,463
-3,267
-7% -$249K 0.34% 68
2022
Q1 		$4.13M Sell
48,730
-1,911
-4% -$153K 0.3% 73
2021
Q4 		$4.73M Buy
50,641
+37
+0.1% +$3.2K 0.3% 78
2021
Q3 		$3.97M Buy
50,604
+1,578
+3% +$127K 0.26% 83
2021
Q2 		$3.59M Buy
49,026
+4,654
+10% +$349K 0.24% 87
2021
Q1 		$3.35M Buy
44,372
+133
+0.3% +$10.4K 0.24% 84
2020
Q4 		$3.41M Buy
44,239
+931
+2% +$69.6K 0.25% 80
2020
Q3 		$3.06M Buy
43,308
+6,276
+17% +$433K 0.27% 76
2020
Q2 		$2.22M Buy
37,032
+5,940
+19% +$356K 0.22% 77
2020
Q1 		$1.87M Sell
31,092
-2,160
-6% -$136K 0.24% 74
2019
Q4 		$2.01M Buy
33,252
+3,488
+12% +$204K 0.22% 81
2019
Q3 		$1.73M Sell
29,764
-3,888
-12% -$210K 0.2% 82
2019
Q2 		$1.72M Buy
+33,652
New +$1.66M 0.19% 82

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Motley Fool Asset Management's NEE Position: Q1 2024 in Review

Motley Fool Asset Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 56,202 shares — an estimated $3.41M sold.

Motley Fool Asset Management first reported a position in NEE in Q2 2019 and held it in 19 quarters. The position peaked at $4.73M in Q4 2021. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Motley Fool Asset Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Motley Fool Asset Management sold 56,202 NextEra Energy shares in Q1 2024, an estimated $3.41M.
  • Motley Fool Asset Management first reported a position in NextEra Energy in Q2 2019 and held it in 19 quarters.
  • Motley Fool Asset Management's NextEra Energy position peaked at $4.73M in Q4 2021.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Motley Fool Asset Management's 13F filing for Q1 2024, filed 8 May 2024.