Ruffer LLP’s NextEra Energy NEE Stock Holding History

Ruffer LLP’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 Q1	–	Sell	-9,700	Closed	-$813K	–	103
2022 Q4	$813K	Hold	9,700	–	–	0.05%	76
2022 Q3	$765K	Hold	9,700	–	–	0.05%	78
2022 Q2	$752K	Hold	9,700	–	–	0.03%	84
2022 Q1	$822K	Hold	9,700	–	–	0.02%	89
2021 Q4	$892K	Hold	9,700	–	–	0.02%	81
2021 Q3	$765K	Hold	9,700	–	–	0.02%	77
2021 Q2	$711K	Buy	+9,700	New	+$728K	0.02%	77

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ruffer LLP's NEE Position: Q1 2023 in Review

Ruffer LLP sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 9,700 shares — an estimated $813K sold.

Ruffer LLP first reported a position in NEE in Q2 2021 and held it in 7 quarters. The position peaked at $892K in Q4 2021. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Ruffer LLP reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Ruffer LLP sold 9,700 NextEra Energy shares in Q1 2023, an estimated $813K.
Ruffer LLP first reported a position in NextEra Energy in Q2 2021 and held it in 7 quarters.
Ruffer LLP's NextEra Energy position peaked at $892K in Q4 2021.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Ruffer LLP's 13F filing for Q1 2023, filed 11 May 2023.