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Simplicity Solutions’s NextEra Energy NEE Stock Holding History

Simplicity Solutions’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 		$2.57M Buy
42,326
+533
+1% +$30.4K 0.07% 249
2023
Q3 		$2.39M Sell
41,793
-4,249
-9% -$294K 0.08% 236
2023
Q2 		$3.42M Sell
46,042
-4,992
-10% -$378K 0.09% 204
2023
Q1 		$3.93M Buy
51,034
+26,920
+112% +$2.07M 0.1% 186
2022
Q4 		$2.02M Buy
24,114
+1,375
+6% +$111K 0.27% 79
2022
Q3 		$1.78M Buy
22,739
+7,707
+51% +$654K 0.26% 80
2022
Q2 		$1.16M Buy
15,032
+2,505
+20% +$191K 0.15% 160
2022
Q1 		$1.06M Sell
12,527
-14,525
-54% -$1.16M 0.13% 172
2021
Q4 		$2.53M Buy
27,052
+15,512
+134% +$1.34M 0.28% 84
2021
Q3 		$906K Buy
11,540
+1,330
+13% +$107K 0.14% 162
2021
Q2 		$748K Buy
10,210
+1,455
+17% +$109K 0.15% 152
2021
Q1 		$662K Sell
8,755
-120,769
-93% -$9.43M 0.15% 158
2020
Q4 		$9.99M Buy
129,524
+28,412
+28% +$2.13M 0.15% 145
2020
Q3 		$7.02M Sell
101,112
-2,416
-2% -$167K 0.13% 148
2020
Q2 		$6.22M Buy
103,528
+41,136
+66% +$2.46M 0.12% 157
2020
Q1 		$3.75M Sell
62,392
-856
-1% -$53.8K 0.12% 154
2019
Q4 		$3.83M Buy
63,248
+36,792
+139% +$2.15M 0.12% 150
2019
Q3 		$1.54M Buy
26,456
+13,444
+103% +$728K 0.06% 220
2019
Q2 		$666K Sell
13,012
-27,468
-68% -$1.35M 0.03% 320
2019
Q1 		$1.96M Buy
40,480
+5,480
+16% +$251K 0.12% 162
2018
Q4 		$1.52M Buy
+35,000
New +$1.53M 0.2% 125
2016
Q1 		– Sell
-80,680
Closed -$2.1M – 397
2015
Q4 		$2.1M Buy
+80,680
New +$2.04M 0.25% 107

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions's NEE Position: Q4 2023 in Review

Simplicity Solutions increased its NextEra Energy (NEE) stake by 1.3% in Q4 2023, buying an estimated $30.4K and bringing the position to 42,326 shares worth $2.57M. The position accounts for 0.07% of the portfolio, ranked #249.

Simplicity Solutions first reported a position in NEE in Q4 2015 and has held it in 22 quarters since. The position peaked at $9.99M in Q4 2020. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Simplicity Solutions held 42,326 shares of NextEra Energy worth $2.57M as of Q4 2023.
  • Simplicity Solutions bought 533 NextEra Energy shares in Q4 2023, an estimated $30.4K.
  • NextEra Energy made up 0.07% of Simplicity Solutions's portfolio in Q4 2023, its #249 holding.
  • Simplicity Solutions first reported a position in NextEra Energy in Q4 2015 and has held it in 22 quarters since.
  • Simplicity Solutions's NextEra Energy position peaked at $9.99M in Q4 2020.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.