Pegasus Partners’s NextEra Energy NEE Stock Holding History

Pegasus Partners’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 Q3	$441K	Buy	5,216 +739	+17%	+$57.7K	0.04%	111
2024 Q2	$317K	Buy	+4,477	New	+$318K	0.03%	124

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pegasus Partners's NEE Position: Q3 2024 in Review

Pegasus Partners increased its NextEra Energy (NEE) stake by 17% in Q3 2024, buying an estimated $57.7K and bringing the position to 5,216 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #111.

Pegasus Partners first reported a position in NEE in Q2 2024 and has held it in 2 quarters since. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Pegasus Partners held 5,216 shares of NextEra Energy worth $441K as of Q3 2024.
Pegasus Partners bought 739 NextEra Energy shares in Q3 2024, an estimated $57.7K.
NextEra Energy made up 0.04% of Pegasus Partners's portfolio in Q3 2024, its #111 holding.
Pegasus Partners first reported a position in NextEra Energy in Q2 2024 and has held it in 2 quarters since.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.