Rovida Advisors’s NextEra Energy NEE Stock Holding History

Rovida Advisors’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	–	Sell	-200,000	Closed	-$12.8M	–	33
2024 Q1	$12.8M	Hold	200,000	–	–	4.44%	5
2023 Q4	$12.1M	Sell	200,000 -471,620	-70%	-$26.9M	4.95%	5
2023 Q3	$35.1M	Buy	671,620 +496,620	+284%	+$34.4M	13.35%	3
2023 Q2	$13M	Hold	175,000	–	–	5.66%	5
2023 Q1	$13.5M	Buy	+175,000	New	+$13.5M	5.26%	5
2022 Q2	–	Sell	-100,400	Closed	-$8.51M	–	27
2022 Q1	$8.51M	Buy	+100,400	New	+$8.05M	1.83%	17
2016 Q2	–	Sell	-800,000	Closed	-$23.7M	–	15
2016 Q1	$23.7M	Hold	800,000	–	–	4.87%	9
2015 Q4	$20.8M	Hold	800,000	–	–	5.24%	8
2015 Q3	$19.5M	Buy	+800,000	New	+$20.3M	7.17%	4

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

Rovida Advisors's NEE Position: Q2 2024 in Review

Rovida Advisors sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 200,000 shares — an estimated $12.8M sold.

Rovida Advisors first reported a position in NEE in Q3 2015 and held it in 9 quarters. The position peaked at $35.1M in Q3 2023. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Rovida Advisors reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Rovida Advisors sold 200,000 NextEra Energy shares in Q2 2024, an estimated $12.8M.
Rovida Advisors first reported a position in NextEra Energy in Q3 2015 and held it in 9 quarters.
Rovida Advisors's NextEra Energy position peaked at $35.1M in Q3 2023.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Rovida Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.