Quantamental Technologies’s NextEra Energy NEE Stock Holding History

Quantamental Technologies’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 Q3	$910K	Buy	+15,880	New	+$1.1M	0.85%	15
2023 Q1	–	Sell	-12,787	Closed	-$1.07M	–	552
2022 Q4	$1.07M	Buy	12,787 +9,608	+302%	+$776K	0.49%	48
2022 Q3	$249K	Buy	+3,179	New	+$270K	0.1%	354
2021 Q3	–	Sell	-12,276	Closed	-$900K	–	360
2021 Q2	$900K	Buy	+12,276	New	+$921K	0.8%	29
2020 Q1	–	Sell	-7,608	Closed	-$461K	–	303
2019 Q4	$461K	Buy	+7,608	New	+$444K	0.24%	137

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Quantamental Technologies's NEE Position: Q3 2023 in Review

Quantamental Technologies opened a new position in NextEra Energy (NEE) in Q3 2023: 15,880 shares worth $910K. The stake represents 0.85% of the portfolio and ranks #15 among its holdings. This is a return to the name: Quantamental Technologies previously reported a position in NEE as recently as Q4 2022.

Quantamental Technologies first reported a position in NEE in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Quantamental Technologies held 15,880 shares of NextEra Energy worth $910K as of Q3 2023.
NextEra Energy was a new Quantamental Technologies position in Q3 2023.
NextEra Energy made up 0.85% of Quantamental Technologies's portfolio in Q3 2023, its #15 holding.
Quantamental Technologies first reported a position in NextEra Energy in Q4 2019 and has held it in 5 quarters since.
Quantamental Technologies's NextEra Energy position peaked at $1.07M in Q4 2022.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.