Parametrica Management’s NextEra Energy NEE Stock Holding History

Parametrica 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
2025 Q1	–	Sell	-3,300	Closed	-$237K	–	54
2024 Q4	$237K	Buy	+3,300	New	+$256K	0.31%	41
2022 Q2	–	Sell	-2,485	Closed	-$211K	–	267
2022 Q1	$211K	Buy	+2,485	New	+$199K	0.16%	191
2018 Q1	–	Sell	-6,820	Closed	-$266K	–	349
2017 Q4	$266K	Buy	+6,820	New	+$263K	0.17%	250
2015 Q4	–	Sell	-9,036	Closed	-$220K	–	83
2015 Q3	$220K	Buy	+9,036	New	+$230K	1.38%	37
2014 Q1	–	Sell	-14,952	Closed	-$320K	–	103
2013 Q4	$320K	Buy	+14,952	New	+$315K	0.88%	35

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parametrica Management's NEE Position: Q1 2025 in Review

Parametrica Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 3,300 shares — an estimated $237K sold.

Parametrica Management first reported a position in NEE in Q4 2013 and held it in 5 quarters. The position peaked at $320K in Q4 2013. 2,739 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Parametrica Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Parametrica Management sold 3,300 NextEra Energy shares in Q1 2025, an estimated $237K.
Parametrica Management first reported a position in NextEra Energy in Q4 2013 and held it in 5 quarters.
Parametrica Management's NextEra Energy position peaked at $320K in Q4 2013.
2,739 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Parametrica Management's 13F filing for Q1 2025, filed 8 May 2025.