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Partners Capital Investment Group’s NextEra Energy NEE Stock Holding History

Partners Capital Investment Group’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 		– Sell
-5,574
Closed -$339K – 217
2023
Q4 		$339K Buy
+5,574
New +$318K 0.01% 208
2023
Q3 		– Sell
-3,247
Closed -$241K – 258
2023
Q2 		$241K Buy
+3,247
New +$246K 0.01% 201

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partners Capital Investment Group's NEE Position: Q1 2024 in Review

Partners Capital Investment Group sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 5,574 shares — an estimated $339K sold.

Partners Capital Investment Group first reported a position in NEE in Q2 2023 and held it in 2 quarters. The position peaked at $339K in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Partners Capital Investment Group reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 5,574 NextEra Energy shares in Q1 2024, an estimated $339K.
  • Partners Capital Investment Group first reported a position in NextEra Energy in Q2 2023 and held it in 2 quarters.
  • Partners Capital Investment Group's NextEra Energy position peaked at $339K in Q4 2023.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.