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Relative Value Partners Group’s NextEra Energy NEE Stock Holding History

Relative Value Partners Group’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 		$600K Buy
+8,475
New +$601K 0.08% 199
2022
Q2 		– Sell
-4,530
Closed -$384K – 229
2022
Q1 		$384K Buy
+4,530
New +$363K 0.03% 195

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Relative Value Partners Group's NEE Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in NextEra Energy (NEE) in Q2 2024: 8,475 shares worth $600K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings. This is a return to the name: Relative Value Partners Group previously reported a position in NEE as recently as Q1 2022.

Relative Value Partners Group first reported a position in NEE in Q1 2022 and has held it in 2 quarters since. 2,545 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Relative Value Partners Group held 8,475 shares of NextEra Energy worth $600K as of Q2 2024.
  • NextEra Energy was a new Relative Value Partners Group position in Q2 2024.
  • NextEra Energy made up 0.08% of Relative Value Partners Group's portfolio in Q2 2024, its #199 holding.
  • Relative Value Partners Group first reported a position in NextEra Energy in Q1 2022 and has held it in 2 quarters since.
  • 2,545 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.