Quantitative Systematic Strategies’s NextEra Energy NEE Stock Holding History

Quantitative Systematic Strategies’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
2021 Q3	–	Sell	-5,176	Closed	-$379K	–	238
2021 Q2	$379K	Sell	5,176 -21,384	-81%	-$1.6M	0.13%	289
2021 Q1	$2.01M	Buy	26,560 +12,656	+91%	+$988K	0.31%	88
2020 Q4	$1.07M	Buy	+13,904	New	+$1.04M	0.15%	226
2020 Q3	–	Sell	-47,352	Closed	-$2.84M	–	677
2020 Q2	$2.84M	Buy	+47,352	New	+$2.83M	0.56%	24
2019 Q4	–	Sell	-69,644	Closed	-$4.06M	–	613
2019 Q3	$4.06M	Buy	+69,644	New	+$3.77M	0.93%	16
2018 Q2	–	Sell	-29,380	Closed	-$1.2M	–	733
2018 Q1	$1.2M	Sell	29,380 -2,292	-7%	-$88.4K	0.26%	120
2017 Q4	$1.24M	Buy	+31,672	New	+$1.22M	0.31%	95
2017 Q2	–	Sell	-13,436	Closed	-$431K	–	492
2017 Q1	$431K	Buy	+13,436	New	+$422K	0.12%	216
2016 Q4	–	Sell	-13,076	Closed	-$404K	–	389
2016 Q3	$404K	Buy	+13,076	New	+$412K	0.15%	219
2015 Q3	–	Sell	-50,472	Closed	-$1.24M	–	471
2015 Q2	$1.24M	Buy	+50,472	New	+$1.28M	0.28%	106
2015 Q1	–	Sell	-8,016	Closed	-$215K	–	471
2014 Q4	$215K	Sell	8,016 -32,632	-80%	-$824K	0.09%	269
2014 Q3	$951K	Buy	+40,648	New	+$982K	0.55%	40

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

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

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

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

Quantitative Systematic Strategies's NEE Position: Q3 2021 in Review

Quantitative Systematic Strategies sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 5,176 shares — an estimated $379K sold.

Quantitative Systematic Strategies first reported a position in NEE in Q3 2014 and held it in 12 quarters. The position peaked at $4.06M in Q3 2019. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Quantitative Systematic Strategies reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
Quantitative Systematic Strategies sold 5,176 NextEra Energy shares in Q3 2021, an estimated $379K.
Quantitative Systematic Strategies first reported a position in NextEra Energy in Q3 2014 and held it in 12 quarters.
Quantitative Systematic Strategies's NextEra Energy position peaked at $4.06M in Q3 2019.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Quantitative Systematic Strategies's 13F filing for Q3 2021, filed 16 Nov 2021.