Rock Creek Group’s NextEra Energy NEE Stock Holding History

Rock Creek 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
2023 Q4	–	Sell	-451	Closed	-$25.8K	–	142
2023 Q3	$25.8K	Sell	451 -518	-53%	-$35.9K	﹤0.01%	150
2023 Q2	$71.9K	Buy	969 +413	+74%	+$31.3K	0.01%	131
2023 Q1	$42.9K	Sell	556 -556	-50%	-$42.8K	0.01%	150
2022 Q4	$93K	Buy	+1,112	New	+$89.8K	0.01%	117
2022 Q1	–	Sell	-1,374	Closed	-$128K	–	205
2021 Q4	$128K	Sell	1,374 -115	-8%	-$9.94K	0.02%	165
2021 Q3	$117K	Sell	1,489 -1,201	-45%	-$96.9K	0.02%	133
2021 Q2	$197K	Sell	2,690 -638	-19%	-$47.9K	0.03%	143
2021 Q1	$252K	Sell	3,328 -5,078	-60%	-$396K	0.04%	112
2020 Q4	$649K	Buy	8,406 +3,290	+64%	+$246K	0.27%	75
2020 Q3	$355K	Sell	5,116 -4,920	-49%	-$340K	0.18%	109
2020 Q2	$603K	Buy	+10,036	New	+$601K	0.32%	67

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Rock Creek Group's NEE Position: Q4 2023 in Review

Rock Creek Group sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 451 shares — an estimated $25.8K sold.

Rock Creek Group first reported a position in NEE in Q2 2020 and held it in 11 quarters. The position peaked at $649K in Q4 2020. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Rock Creek Group reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Rock Creek Group sold 451 NextEra Energy shares in Q4 2023, an estimated $25.8K.
Rock Creek Group first reported a position in NextEra Energy in Q2 2020 and held it in 11 quarters.
Rock Creek Group's NextEra Energy position peaked at $649K in Q4 2020.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Rock Creek Group's 13F filing for Q4 2023, filed 13 Feb 2024.