Sirios Capital Management’s NextEra Energy NEE Stock Holding History

Sirios 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 Q2	–	Sell	-16,287	Closed	-$1.26M	–	63
2023 Q1	$1.26M	Sell	16,287 -2,425	-13%	-$186K	0.22%	54
2022 Q4	$1.56M	Sell	18,712 -9,360	-33%	-$756K	0.29%	47
2022 Q3	$2.2M	Buy	+28,072	New	+$2.38M	0.41%	41

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

Norges Bank Oslo, Norway $935B AUM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sirios Capital Management's NEE Position: Q2 2023 in Review

Sirios Capital Management sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 16,287 shares — an estimated $1.26M sold.

Sirios Capital Management first reported a position in NEE in Q3 2022 and held it in 3 quarters. The position peaked at $2.2M in Q3 2022. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Sirios Capital Management reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Sirios Capital Management sold 16,287 NextEra Energy shares in Q2 2023, an estimated $1.26M.
Sirios Capital Management first reported a position in NextEra Energy in Q3 2022 and held it in 3 quarters.
Sirios Capital Management's NextEra Energy position peaked at $2.2M in Q3 2022.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Sirios Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.