Portland Hill Asset Management’s NextEra Energy NEE Stock Holding History

Portland Hill Asset 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
2023 Q4	–	Sell	-461	Closed	-$9K	–	38
2023 Q3	$9K	Hold	461	–	–	0.02%	41
2023 Q2	$34K	Hold	461	–	–	0.08%	35
2023 Q1	$36K	Hold	461	–	–	0.08%	33
2022 Q4	$39K	Buy	+461	New	+$37.2K	0.11%	34

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

Portland Hill Asset Management's NEE Position: Q4 2023 in Review

Portland Hill Asset Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 461 shares — an estimated $9K sold.

Portland Hill Asset Management first reported a position in NEE in Q4 2022 and held it in 4 quarters. The position peaked at $39K in Q4 2022. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Portland Hill Asset Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Portland Hill Asset Management sold 461 NextEra Energy shares in Q4 2023, an estimated $9K.
Portland Hill Asset Management first reported a position in NextEra Energy in Q4 2022 and held it in 4 quarters.
Portland Hill Asset Management's NextEra Energy position peaked at $39K in Q4 2022.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Portland Hill Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.