Sarah T. Connolly’s NextEra Energy NEE Stock Holding History

Sarah T. Connolly’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	$284K	Sell	4,675 -39,860	-90%	-$2.27M	25.64%	2
2023 Q3	$2.55M	Buy	44,535 +5,723	+15%	+$396K	1.68%	19
2023 Q2	$2.88M	Sell	38,812 -418	-1%	-$31.6K	1.74%	17
2023 Q1	$3.02M	Buy	39,230 +5,751	+17%	+$442K	1.92%	12
2022 Q4	$2.8M	Buy	33,479 +122	+0.4%	+$9.86K	1.9%	14
2022 Q3	$2.62M	Sell	33,357 -3,714	-10%	-$315K	1.92%	13
2022 Q2	$2.87M	Buy	37,071 +107	+0.3%	+$8.15K	1.96%	11
2022 Q1	$3.13M	Buy	36,964 +1,139	+3%	+$91.3K	1.83%	14
2021 Q4	$3.35M	Buy	35,825 +627	+2%	+$54.2K	1.87%	14
2021 Q3	$2.76M	Buy	35,198 +20	+0.1%	+$1.61K	2.27%	8
2021 Q2	$2.58M	Buy	35,178 +120	+0.3%	+$9.01K	2.11%	10
2021 Q1	$2.65M	Sell	35,058 -15	-0%	-$1.17K	2.36%	9
2020 Q4	$2.71M	Buy	+35,073	New	+$2.62M	2.47%	9

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

Sarah T. Connolly's NEE Position: Q4 2023 in Review

Sarah T. Connolly reduced its NextEra Energy (NEE) stake by 90% in Q4 2023, selling an estimated $2.27M and leaving 4,675 shares worth $284K. The position accounts for 25.64% of the portfolio, ranked #2.

Sarah T. Connolly first reported a position in NEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.35M in Q4 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Sarah T. Connolly held 4,675 shares of NextEra Energy worth $284K as of Q4 2023.
Sarah T. Connolly sold 39,860 NextEra Energy shares in Q4 2023, an estimated $2.27M.
NextEra Energy made up 25.64% of Sarah T. Connolly's portfolio in Q4 2023, its #2 holding.
Sarah T. Connolly first reported a position in NextEra Energy in Q4 2020 and has held it in 13 quarters since.
Sarah T. Connolly's NextEra Energy position peaked at $3.35M in Q4 2021.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.