Shapiro Capital Management’s NextEra Energy NEE Stock Holding History

Shapiro Capital Management’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	-3,060	Closed	-$256K	–	73
2022 Q4	$256K	Hold	3,060	–	–	0.01%	68
2022 Q3	$240K	Hold	3,060	–	–	0.01%	76
2022 Q2	$237K	Hold	3,060	–	–	0.01%	72
2022 Q1	$259K	Hold	3,060	–	–	0.01%	75
2021 Q4	$286K	Hold	3,060	–	–	0.01%	72
2021 Q3	$240K	Hold	3,060	–	–	﹤0.01%	79
2021 Q2	$224K	Hold	3,060	–	–	﹤0.01%	83
2021 Q1	$231K	Hold	3,060	–	–	﹤0.01%	83
2020 Q4	$236K	Hold	3,060	–	–	0.01%	77
2020 Q3	$212K	Buy	+3,060	New	+$211K	0.01%	77
2014 Q2	–	Sell	-21,472	Closed	-$513K	–	61
2014 Q1	$513K	Hold	21,472	–	–	0.01%	45
2013 Q4	$460K	Hold	21,472	–	–	0.01%	47
2013 Q3	$430K	Sell	21,472 -3,324	-13%	-$68.6K	0.01%	48
2013 Q2	$505K	Buy	+24,796	New	+$492K	0.02%	53

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Shapiro Capital Management's NEE Position: Q1 2023 in Review

Shapiro Capital Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 3,060 shares — an estimated $256K sold.

Shapiro Capital Management first reported a position in NEE in Q2 2013 and held it in 14 quarters. The position peaked at $513K in Q1 2014. 2,409 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Shapiro Capital Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Shapiro Capital Management sold 3,060 NextEra Energy shares in Q1 2023, an estimated $256K.
Shapiro Capital Management first reported a position in NextEra Energy in Q2 2013 and held it in 14 quarters.
Shapiro Capital Management's NextEra Energy position peaked at $513K in Q1 2014.
2,409 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Shapiro Capital Management's 13F filing for Q1 2023, filed 11 May 2023.