Oracle Alpha’s NextEra Energy NEE Stock Holding History

Oracle Alpha’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	$273K	Buy	4,270 +791	+23%	+$46.3K	0.49%	93
2023 Q4	$211K	Buy	+3,479	New	+$198K	0.27%	181

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Oracle Alpha's NEE Position: Q1 2024 in Review

Oracle Alpha increased its NextEra Energy (NEE) stake by 23% in Q1 2024, buying an estimated $46.3K and bringing the position to 4,270 shares worth $273K. The position accounts for 0.49% of the portfolio, ranked #93.

Oracle Alpha first reported a position in NEE in Q4 2023 and has held it in 2 quarters since. 2,464 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Oracle Alpha held 4,270 shares of NextEra Energy worth $273K as of Q1 2024.
Oracle Alpha bought 791 NextEra Energy shares in Q1 2024, an estimated $46.3K.
NextEra Energy made up 0.49% of Oracle Alpha's portfolio in Q1 2024, its #93 holding.
Oracle Alpha first reported a position in NextEra Energy in Q4 2023 and has held it in 2 quarters since.
2,464 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.