Richelieu Gestion’s NextEra Energy NEE Stock Holding History

Richelieu Gestion’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	$2.92M	Buy	45,662 +1,439	+3%	+$84.3K	3%	7
2023 Q4	$2.69M	Sell	44,223 -1,174	-3%	-$66.9K	2.4%	17
2023 Q3	$2.6M	Buy	45,397 +2,847	+7%	+$197K	2.42%	15
2023 Q2	$3.16M	Buy	42,550 +24,092	+131%	+$1.82M	2.63%	10
2023 Q1	$1.42M	Buy	18,458 +16,940	+1,116%	+$1.3M	1.29%	41
2022 Q4	$127K	Hold	1,518	–	–	0.13%	57
2022 Q3	$119K	Buy	1,518 +253	+20%	+$21.5K	0.14%	53
2022 Q2	$98K	Sell	1,265 -568	-31%	-$43.2K	0.11%	62
2022 Q1	$155K	Buy	+1,833	New	+$147K	0.12%	54

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Richelieu Gestion's NEE Position: Q1 2024 in Review

Richelieu Gestion increased its NextEra Energy (NEE) stake by 3.3% in Q1 2024, buying an estimated $84.3K and bringing the position to 45,662 shares worth $2.92M. The position accounts for 3% of the portfolio, ranked #7.

Richelieu Gestion first reported a position in NEE in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.16M in Q2 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Richelieu Gestion held 45,662 shares of NextEra Energy worth $2.92M as of Q1 2024.
Richelieu Gestion bought 1,439 NextEra Energy shares in Q1 2024, an estimated $84.3K.
NextEra Energy made up 3% of Richelieu Gestion's portfolio in Q1 2024, its #7 holding.
Richelieu Gestion first reported a position in NextEra Energy in Q1 2022 and has held it in 9 quarters since.
Richelieu Gestion's NextEra Energy position peaked at $3.16M in Q2 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Richelieu Gestion's 13F filing for Q1 2024, filed 15 Apr 2024.