Seven Eight Capital’s NextEra Energy NEE Stock Holding History

Seven Eight Capital’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 Q4	–	Sell	-20,238	Closed	-$1.71M	–	410
2024 Q3	$1.71M	Buy	+20,238	New	+$1.58M	0.15%	226
2024 Q1	–	Sell	-107,190	Closed	-$6.51M	–	748
2023 Q4	$6.51M	Sell	107,190 -42,302	-28%	-$2.41M	0.75%	22
2023 Q3	$8.56M	Buy	+149,492	New	+$10.3M	1%	15
2022 Q4	–	Sell	-18,954	Closed	-$1.49M	–	562
2022 Q3	$1.49M	Buy	+18,954	New	+$1.61M	0.3%	97
2021 Q3	–	Sell	-19,834	Closed	-$1.45M	–	677
2021 Q2	$1.45M	Buy	+19,834	New	+$1.49M	0.2%	162
2020 Q3	–	Sell	-12,000	Closed	-$721K	–	613
2020 Q2	$721K	Buy	+12,000	New	+$718K	0.53%	38
2018 Q2	–	Sell	-17,000	Closed	-$694K	–	542
2018 Q1	$694K	Buy	+17,000	New	+$656K	0.06%	250
2017 Q4	–	Sell	-5,800	Closed	-$212K	–	534
2017 Q3	$212K	Buy	+5,800	New	+$212K	0.03%	415
2017 Q2	–	Sell	-35,000	Closed	-$1.12M	–	643
2017 Q1	$1.12M	Sell	35,000 -64,400	-65%	-$2.02M	0.22%	158
2016 Q4	$2.97M	Buy	+99,400	New	+$2.97M	0.6%	28
2016 Q3	–	Sell	-200	Closed	-$7K	–	475
2016 Q2	$7K	Buy	+200	New	+$6K	﹤0.01%	497
2016 Q1	–	Sell	-23,800	Closed	-$618K	–	637
2015 Q4	$618K	Sell	23,800 -23,200	-49%	-$587K	0.42%	65
2015 Q3	$1.15M	Buy	47,000 +46,000	+4,600%	+$1.17M	1%	7
2015 Q2	$25K	Buy	+1,000	New	+$25.4K	0.03%	402
2014 Q4	–	Sell	-5,800	Closed	-$136K	–	599
2014 Q3	$136K	Buy	+5,800	New	+$140K	0.1%	275

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

Seven Eight Capital's NEE Position: Q4 2024 in Review

Seven Eight Capital sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 20,238 shares — an estimated $1.71M sold.

Seven Eight Capital first reported a position in NEE in Q3 2014 and held it in 15 quarters. The position peaked at $8.56M in Q3 2023. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Seven Eight Capital reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 20,238 NextEra Energy shares in Q4 2024, an estimated $1.71M.
Seven Eight Capital first reported a position in NextEra Energy in Q3 2014 and held it in 15 quarters.
Seven Eight Capital's NextEra Energy position peaked at $8.56M in Q3 2023.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.