Rheos Capital Works’s NextEra Energy NEE Stock Holding History

Rheos Capital Works’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
2025 Q1	–	Sell	-265,000	Closed	-$19M	–	94
2024 Q4	$19M	Sell	265,000 -70,000	-21%	-$5.44M	1.05%	35
2024 Q3	$28.3M	Hold	335,000	–	–	1.48%	20
2024 Q2	$23.7M	Hold	335,000	–	–	1.24%	23
2024 Q1	$21.4M	Buy	+335,000	New	+$19.6M	1.02%	28
2023 Q4	–	Sell	-719,000	Closed	-$41.2M	–	111
2023 Q3	$41.2M	Hold	719,000	–	–	2.48%	5
2023 Q2	$53.4M	Hold	719,000	–	–	2.87%	6
2023 Q1	$55.4M	Hold	719,000	–	–	3.08%	3
2022 Q4	$60.1M	Buy	719,000 +300,000	+72%	+$24.2M	3.61%	2
2022 Q3	$32.9M	Buy	419,000 +300,000	+252%	+$25.5M	2.21%	3
2022 Q2	$9.22M	Hold	119,000	–	–	0.69%	62
2022 Q1	$10.1M	Hold	119,000	–	–	0.49%	77
2021 Q4	$11.1M	Hold	119,000	–	–	0.49%	69
2021 Q3	$9.34M	Hold	119,000	–	–	0.48%	81
2021 Q2	$8.72M	Buy	+119,000	New	+$8.93M	0.44%	79

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

Rheos Capital Works's NEE Position: Q1 2025 in Review

Rheos Capital Works sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 265,000 shares — an estimated $19M sold.

Rheos Capital Works first reported a position in NEE in Q2 2021 and held it in 14 quarters. The position peaked at $60.1M in Q4 2022. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Rheos Capital Works reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Rheos Capital Works sold 265,000 NextEra Energy shares in Q1 2025, an estimated $19M.
Rheos Capital Works first reported a position in NextEra Energy in Q2 2021 and held it in 14 quarters.
Rheos Capital Works's NextEra Energy position peaked at $60.1M in Q4 2022.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Rheos Capital Works's 13F filing for Q1 2025, filed 14 Apr 2025.