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Rothschild & Co Asset Management US’s NextEra Energy NEE Stock Holding History

Rothschild & Co Asset Management US’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
2022
Q4 		$63.5M Buy
759,940
+111,840
+17% +$9.03M 0.97% 41
2022
Q3 		$50.8M Buy
648,100
+4,354
+0.7% +$369K 0.87% 46
2022
Q2 		$49.9M Buy
643,746
+80,573
+14% +$6.13M 0.77% 48
2022
Q1 		$47.7M Sell
563,173
-5,297
-0.9% -$425K 0.61% 49
2021
Q4 		$53.1M Sell
568,470
-66,953
-11% -$5.79M 0.62% 46
2021
Q3 		$49.9M Buy
635,423
+20,587
+3% +$1.66M 0.62% 46
2021
Q2 		$45.1M Buy
614,836
+306,586
+99% +$23M 0.53% 46
2021
Q1 		$23.3M Buy
+308,250
New +$24.1M 0.29% 107
2017
Q3 		– Sell
-20,268
Closed -$710K – 491
2017
Q2 		$710K Buy
20,268
+912
+5% +$31.2K 0.01% 407
2017
Q1 		$621K Sell
19,356
-4,228
-18% -$133K 0.01% 421
2016
Q4 		$704K Buy
23,584
+3,496
+17% +$104K 0.01% 434
2016
Q3 		$614K Buy
20,088
+5,360
+36% +$169K 0.01% 396
2016
Q2 		$480K Buy
14,728
+2,472
+20% +$74.2K 0.01% 414
2016
Q1 		$363K Sell
12,256
-5,256
-30% -$148K 0.01% 400
2015
Q4 		$455K Buy
+17,512
New +$443K 0.01% 347

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rothschild & Co Asset Management US's NEE Position: Q4 2022 in Review

Rothschild & Co Asset Management US increased its NextEra Energy (NEE) stake by 17% in Q4 2022, buying an estimated $9.03M and bringing the position to 759,940 shares worth $63.5M. The position accounts for 0.97% of the portfolio, ranked #41.

Rothschild & Co Asset Management US first reported a position in NEE in Q4 2015 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • Rothschild & Co Asset Management US held 759,940 shares of NextEra Energy worth $63.5M as of Q4 2022.
  • Rothschild & Co Asset Management US bought 111,840 NextEra Energy shares in Q4 2022, an estimated $9.03M.
  • NextEra Energy made up 0.97% of Rothschild & Co Asset Management US's portfolio in Q4 2022, its #41 holding.
  • Rothschild & Co Asset Management US first reported a position in NextEra Energy in Q4 2015 and has held it in 15 quarters since.
  • 2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2022, filed 14 Feb 2023.