Psagot Value Holdings’s NextEra Energy NEE Stock Holding History

Psagot Value Holdings’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 Q2	–	Sell	-3,459	Closed	-$221K	–	75
2024 Q1	$221K	Sell	3,459 -16,752	-83%	-$981K	2.01%	19
2023 Q4	$1.23M	Buy	20,211 +8,197	+68%	+$467K	0.54%	39
2023 Q3	$687K	Sell	12,014 -1,000	-8%	-$69.2K	0.35%	60
2023 Q2	$953K	Sell	13,014 -9,806	-43%	-$742K	0.48%	44
2023 Q1	$1.74M	Sell	22,820 -28,995	-56%	-$2.23M	0.73%	30
2022 Q4	$4.33M	Buy	51,815 +157	+0.3%	+$12.7K	1.28%	23
2022 Q3	$4.05M	Sell	51,658 -10,143	-16%	-$860K	1.14%	21
2022 Q2	$4.79M	Buy	+61,801	New	+$4.71M	1.12%	24
2021 Q2	–	Sell	-212,488	Closed	-$16.1M	–	483
2021 Q1	$16.1M	Hold	212,488	–	–	0.36%	73
2020 Q4	$16.4M	Hold	212,488	–	–	0.38%	71
2020 Q3	$14.7M	Sell	212,488 -87,652	-29%	-$6.05M	0.37%	64
2020 Q2	$18M	Hold	300,140	–	–	0.5%	47
2020 Q1	$18.1M	Hold	300,140	–	–	0.74%	34
2019 Q4	$18.2M	Hold	300,140	–	–	0.61%	47
2019 Q3	$17.5M	Buy	+300,140	New	+$16.2M	0.72%	42

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

Psagot Value Holdings's NEE Position: Q2 2024 in Review

Psagot Value Holdings sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 3,459 shares — an estimated $221K sold.

Psagot Value Holdings first reported a position in NEE in Q3 2019 and held it in 15 quarters. The position peaked at $18.2M in Q4 2019. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Psagot Value Holdings reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Psagot Value Holdings sold 3,459 NextEra Energy shares in Q2 2024, an estimated $221K.
Psagot Value Holdings first reported a position in NextEra Energy in Q3 2019 and held it in 15 quarters.
Psagot Value Holdings's NextEra Energy position peaked at $18.2M in Q4 2019.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.