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Otter Creek Advisors’s NextEra Energy NEE Stock Holding History

Otter Creek Advisors’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
Q2 		– Sell
-11,000
Closed -$703K – 47
2024
Q1 		$703K Sell
11,000
-43,000
-80% -$2.52M 0.42% 42
2023
Q4 		$3.28M Buy
+54,000
New +$3.08M 1.95% 14
2015
Q1 		$1.04M Buy
+40,000
New +$1.06M 0.71% 54

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Otter Creek Advisors's NEE Position: Q2 2024 in Review

Otter Creek Advisors sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 11,000 shares — an estimated $703K sold.

Otter Creek Advisors first reported a position in NEE in Q1 2015 and held it in 3 quarters. The position peaked at $3.28M in Q4 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Otter Creek Advisors reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
  • Otter Creek Advisors sold 11,000 NextEra Energy shares in Q2 2024, an estimated $703K.
  • Otter Creek Advisors first reported a position in NextEra Energy in Q1 2015 and held it in 3 quarters.
  • Otter Creek Advisors's NextEra Energy position peaked at $3.28M in Q4 2023.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Otter Creek Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.