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NZS Capital’s NextEra Energy NEE Stock Holding History

NZS 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
Q4 		– Sell
-510,108
Closed -$29.2M – 63
2023
Q3 		$29.2M Buy
510,108
+41,571
+9% +$2.88M 1.57% 22
2023
Q2 		$34.8M Sell
468,537
-34,453
-7% -$2.61M 1.74% 20
2023
Q1 		$38.8M Buy
502,990
+162,606
+48% +$12.5M 2.05% 21
2022
Q4 		$28.5M Buy
340,384
+237,898
+232% +$19.2M 2.44% 16
2022
Q3 		$8.04M Sell
102,486
-47,729
-32% -$4.05M 0.74% 38
2022
Q2 		$11.6M Buy
150,215
+75,212
+100% +$5.73M 1.24% 24
2022
Q1 		$6.35M Buy
75,003
+767
+1% +$61.5K 0.64% 41
2021
Q4 		$6.93M Sell
74,236
-1,773
-2% -$153K 0.61% 40
2021
Q3 		$5.97M Sell
76,009
-57,476
-43% -$4.64M 0.59% 45
2021
Q2 		$9.78M Buy
+133,485
New +$10M 0.9% 37

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NZS Capital's NEE Position: Q4 2023 in Review

NZS Capital sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 510,108 shares — an estimated $29.2M sold.

NZS Capital first reported a position in NEE in Q2 2021 and held it in 10 quarters. The position peaked at $38.8M in Q1 2023. 2,420 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • NZS Capital reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • NZS Capital sold 510,108 NextEra Energy shares in Q4 2023, an estimated $29.2M.
  • NZS Capital first reported a position in NextEra Energy in Q2 2021 and held it in 10 quarters.
  • NZS Capital's NextEra Energy position peaked at $38.8M in Q1 2023.
  • 2,420 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on NZS Capital's 13F filing for Q4 2023, filed 14 Feb 2024.