Pearl River Capital’s NextEra Energy NEE Stock Holding History

Pearl River Capital’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
2023 Q4	–	Sell	-26,391	Closed	-$1.51M	–	572
2023 Q3	$1.51M	Buy	+26,391	New	+$1.83M	0.24%	149
2023 Q2	–	Sell	-8,911	Closed	-$687K	–	575
2023 Q1	$687K	Sell	8,911 -30,092	-77%	-$2.31M	0.11%	263
2022 Q4	$3.26M	Sell	39,003 -4,910	-11%	-$397K	0.55%	36
2022 Q3	$3.44M	Buy	+43,913	New	+$3.73M	0.64%	30
2022 Q1	–	Sell	-8,906	Closed	-$831K	–	516
2021 Q4	$831K	Sell	8,906 -7,187	-45%	-$621K	0.22%	143
2021 Q3	$1.26M	Sell	16,093 -4,399	-21%	-$355K	0.34%	90
2021 Q2	$1.5M	Buy	+20,492	New	+$1.54M	0.41%	72
2020 Q4	–	Sell	-4,156	Closed	-$288K	–	462
2020 Q3	$288K	Buy	+4,156	New	+$287K	0.12%	266
2020 Q1	–	Sell	-16,984	Closed	-$1.03M	–	652
2019 Q4	$1.03M	Buy	+16,984	New	+$992K	0.38%	54

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Pearl River Capital's NEE Position: Q4 2023 in Review

Pearl River Capital sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 26,391 shares — an estimated $1.51M sold.

Pearl River Capital first reported a position in NEE in Q4 2019 and held it in 9 quarters. The position peaked at $3.44M in Q3 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Pearl River Capital reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Pearl River Capital sold 26,391 NextEra Energy shares in Q4 2023, an estimated $1.51M.
Pearl River Capital first reported a position in NextEra Energy in Q4 2019 and held it in 9 quarters.
Pearl River Capital's NextEra Energy position peaked at $3.44M in Q3 2022.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Pearl River Capital's 13F filing for Q4 2023, filed 13 Feb 2024.