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Pacific Global Investment Management’s NextEra Energy NEE Stock Holding History

Pacific Global 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
2024
Q4 		– Sell
-12,406
Closed -$1.05M – 156
2024
Q3 		$1.05M Sell
12,406
-8
-0.1% -$624 0.19% 95
2024
Q2 		$879K Sell
12,414
-339
-3% -$24.1K 0.17% 107
2024
Q1 		$815K Hold
12,753
– – 0.16% 109
2023
Q4 		$775K Hold
12,753
– – 0.16% 108
2023
Q3 		$731K Hold
12,753
– – 0.16% 112
2023
Q2 		$946K Hold
12,753
– – 0.2% 97
2023
Q1 		$983K Sell
12,753
-35
-0.3% -$2.69K 0.21% 95
2022
Q4 		$1.07M Hold
12,788
– – 0.24% 94
2022
Q3 		$1M Buy
12,788
+2,000
+19% +$170K 0.24% 91
2022
Q2 		$836K Sell
10,788
-280
-3% -$21.3K 0.2% 101
2022
Q1 		$938K Hold
11,068
– – 0.18% 102
2021
Q4 		$1.03M Buy
11,068
+60
+0.5% +$5.18K 0.19% 102
2021
Q3 		$864K Hold
11,008
– – 0.17% 104
2021
Q2 		$807K Sell
11,008
-6,960
-39% -$522K 0.16% 110
2021
Q1 		$1.36M Sell
17,968
-40
-0.2% -$3.12K 0.28% 86
2020
Q4 		$1.39M Buy
18,008
+2,664
+17% +$199K 0.3% 79
2020
Q3 		$1.06M Buy
15,344
+144
+0.9% +$9.94K 0.28% 82
2020
Q2 		$913K Sell
15,200
-12
-0.1% -$718 0.26% 86
2020
Q1 		$915K Buy
15,212
+12
+0.1% +$754 0.29% 86
2019
Q4 		$920K Buy
15,200
+20
+0.1% +$1.17K 0.2% 110
2019
Q3 		$884K Sell
15,180
-44
-0.3% -$2.38K 0.21% 110
2019
Q2 		$780K Sell
15,224
-156
-1% -$7.68K 0.18% 116
2019
Q1 		$743K Buy
15,380
+12
+0.1% +$549 0.16% 120
2018
Q4 		$668K Buy
15,368
+12
+0.1% +$525 0.17% 118
2018
Q3 		$643K Buy
15,356
+144
+0.9% +$6.13K 0.13% 141
2018
Q2 		$635K Buy
15,212
+12
+0.1% +$485 0.14% 140
2018
Q1 		$621K Buy
15,200
+52
+0.3% +$2K 0.14% 141
2017
Q4 		$592K Buy
15,148
+8
+0.1% +$309 0.13% 146
2017
Q3 		$555K Buy
15,140
+12
+0.1% +$440 0.13% 149
2017
Q2 		$530K Buy
15,128
+12
+0.1% +$410 0.12% 148
2017
Q1 		$485K Sell
15,116
-4
-0% -$126 0.1% 153
2016
Q4 		$452K Buy
15,120
+12
+0.1% +$359 0.09% 159
2016
Q3 		$462K Buy
15,108
+12
+0.1% +$378 0.1% 152
2016
Q2 		$492K Buy
15,096
+12
+0.1% +$360 0.11% 149
2016
Q1 		$446K Buy
15,084
+508
+3% +$14.3K 0.1% 152
2015
Q4 		$379K Buy
14,576
+8
+0.1% +$202 0.09% 162
2015
Q3 		$355K Buy
14,568
+28
+0.2% +$712 0.08% 168
2015
Q2 		$356K Buy
14,540
+148
+1% +$3.76K 0.07% 186
2015
Q1 		$374K Buy
14,392
+8
+0.1% +$211 0.07% 184
2014
Q4 		$382K Sell
14,384
-172
-1% -$4.34K 0.07% 178
2014
Q3 		$342K Buy
14,556
+12
+0.1% +$290 0.06% 186
2014
Q2 		$373K Sell
14,544
-1,364
-9% -$33.2K 0.05% 185
2014
Q1 		$380K Buy
15,908
+992
+7% +$22.5K 0.06% 186
2013
Q4 		$319K Sell
14,916
-428
-3% -$9.02K 0.05% 191
2013
Q3 		$307K Sell
15,344
-988
-6% -$20.4K 0.06% 188
2013
Q2 		$333K Buy
+16,332
New +$324K 0.06% 174

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

Pacific Global Investment Management's NEE Position: Q4 2024 in Review

Pacific Global Investment Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 12,406 shares — an estimated $1.05M sold.

Pacific Global Investment Management first reported a position in NEE in Q2 2013 and held it in 46 quarters. The position peaked at $1.39M in Q4 2020. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • Pacific Global Investment Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
  • Pacific Global Investment Management sold 12,406 NextEra Energy shares in Q4 2024, an estimated $1.05M.
  • Pacific Global Investment Management first reported a position in NextEra Energy in Q2 2013 and held it in 46 quarters.
  • Pacific Global Investment Management's NextEra Energy position peaked at $1.39M in Q4 2020.
  • 2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.