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Redwood Investment Management’s NextEra Energy NEE Stock Holding History

Redwood Investment 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
2024
Q1 		– Sell
-5,331
Closed -$324K – 371
2023
Q4 		$324K Buy
+5,331
New +$304K 0.03% 309

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Redwood Investment Management's NEE Position: Q1 2024 in Review

Redwood Investment Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 5,331 shares — an estimated $324K sold.

Redwood Investment Management first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $324K in Q4 2023. 2,464 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Redwood Investment Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Redwood Investment Management sold 5,331 NextEra Energy shares in Q1 2024, an estimated $324K.
  • Redwood Investment Management first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
  • Redwood Investment Management's NextEra Energy position peaked at $324K in Q4 2023.
  • 2,464 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Redwood Investment Management's 13F filing for Q1 2024, filed 16 May 2024.