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NuWave Investment Management’s NextEra Energy NEE Stock Holding History

NuWave 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
2022
Q3 		$349K Buy
+4,450
New +$378K 0.4% 94
2021
Q3 		– Sell
-1,963
Closed -$144K – 393
2021
Q2 		$144K Sell
1,963
-2,758
-58% -$207K 0.16% 187
2021
Q1 		$357K Buy
4,721
+3,768
+395% +$294K 0.45% 77
2020
Q4 		$74K Buy
953
+517
+119% +$38.7K 0.1% 215
2020
Q3 		$30K Sell
436
-400
-48% -$27.6K 0.05% 279
2020
Q2 		$50K Buy
836
+520
+165% +$31.1K 0.07% 198
2020
Q1 		$19K Sell
316
-64
-17% -$4.02K 0.04% 173
2019
Q4 		$23K Sell
380
-236
-38% -$13.8K 0.02% 287
2019
Q3 		$36K Sell
616
-6,784
-92% -$367K 0.04% 287
2019
Q2 		$379K Buy
7,400
+6,380
+625% +$314K 0.4% 83
2019
Q1 		$49K Sell
1,020
-7,968
-89% -$364K 0.06% 219
2018
Q4 		$391K Buy
8,988
+3,424
+62% +$150K 0.67% 51
2018
Q3 		$233K Sell
5,564
-17,100
-75% -$728K 0.35% 117
2018
Q2 		$946K Buy
+22,664
New +$915K 1.23% 7
2018
Q1 		– Sell
-488
Closed -$19K – 318
2017
Q4 		$19K Buy
+488
New +$18.8K 0.02% 245
2014
Q3 		$345K Buy
+14,696
New +$355K 0.99% 32
2014
Q1 		– Sell
-4,224
Closed -$90K – 315
2013
Q4 		$90K Sell
4,224
-304
-7% -$6.41K 0.08% 192
2013
Q3 		$91K Sell
4,528
-4,804
-51% -$99.2K 0.08% 173
2013
Q2 		$190K Buy
+9,332
New +$185K 0.21% 132

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NuWave Investment Management's NEE Position: Q3 2022 in Review

NuWave Investment Management opened a new position in NextEra Energy (NEE) in Q3 2022: 4,450 shares worth $349K. The stake represents 0.4% of the portfolio and ranks #94 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in NEE as recently as Q2 2021.

NuWave Investment Management first reported a position in NEE in Q2 2013 and has held it in 19 quarters since. The position peaked at $946K in Q2 2018. 2,344 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • NuWave Investment Management held 4,450 shares of NextEra Energy worth $349K as of Q3 2022.
  • NextEra Energy was a new NuWave Investment Management position in Q3 2022.
  • NextEra Energy made up 0.4% of NuWave Investment Management's portfolio in Q3 2022, its #94 holding.
  • NuWave Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 19 quarters since.
  • NuWave Investment Management's NextEra Energy position peaked at $946K in Q2 2018.
  • 2,344 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.