Occudo Quantitative Strategies’s NextEra Energy NEE Stock Holding History

Occudo Quantitative Strategies’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
2025 Q1	–	Sell	-13,033	Closed	-$934K	–	828
2024 Q4	$934K	Buy	+13,033	New	+$1.01M	0.17%	182
2023 Q4	–	Sell	-15,612	Closed	-$894K	–	1060
2023 Q3	$894K	Sell	15,612 -42,072	-73%	-$2.91M	0.12%	301
2023 Q2	$4.28M	Buy	+57,684	New	+$4.37M	0.44%	2
2023 Q1	–	Sell	-36,362	Closed	-$3.04M	–	1097
2022 Q4	$3.04M	Buy	36,362 +25,797	+244%	+$2.08M	0.35%	61
2022 Q3	$828K	Buy	+10,565	New	+$896K	0.06%	481
2021 Q2	–	Sell	-23,126	Closed	-$1.75M	–	998
2021 Q1	$1.75M	Buy	+23,126	New	+$1.8M	0.38%	43

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Occudo Quantitative Strategies's NEE Position: Q1 2025 in Review

Occudo Quantitative Strategies sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 13,033 shares — an estimated $934K sold.

Occudo Quantitative Strategies first reported a position in NEE in Q1 2021 and held it in 6 quarters. The position peaked at $4.28M in Q2 2023. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Occudo Quantitative Strategies reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 13,033 NextEra Energy shares in Q1 2025, an estimated $934K.
Occudo Quantitative Strategies first reported a position in NextEra Energy in Q1 2021 and held it in 6 quarters.
Occudo Quantitative Strategies's NextEra Energy position peaked at $4.28M in Q2 2023.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2025, filed 15 May 2025.