Slow Capital’s NextEra Energy NEE Stock Holding History

Slow 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
2023 Q4	–	Sell	-23,975	Closed	-$1.37M	–	125
2023 Q3	$1.37M	Sell	23,975 -4,168	-15%	-$289K	0.25%	98
2023 Q2	$2.09M	Sell	28,143 -328	-1%	-$24.8K	0.36%	86
2023 Q1	$2.19M	Buy	28,471 +276	+1%	+$21.2K	0.41%	88
2022 Q4	$2.36M	Buy	28,195 +75	+0.3%	+$6.06K	0.52%	66
2022 Q3	$2.21M	Sell	28,120 -502	-2%	-$42.6K	0.48%	58
2022 Q2	$2.22M	Sell	28,622 -401	-1%	-$30.5K	0.54%	61
2022 Q1	$2.46M	Sell	29,023 -2,073	-7%	-$166K	0.46%	73
2021 Q4	$2.9M	Sell	31,096 -10	-0%	-$864	0.5%	72
2021 Q3	$2.44M	Sell	31,106 -358	-1%	-$28.9K	0.45%	81
2021 Q2	$2.31M	Sell	31,464 -30	-0.1%	-$2.25K	0.44%	85
2021 Q1	$2.42M	Buy	31,494 +3,097	+11%	+$242K	0.52%	72
2020 Q4	$2.19M	Sell	28,397 -415	-1%	-$31K	0.52%	68
2020 Q3	$2M	Sell	28,812 -388	-1%	-$26.8K	0.54%	65
2020 Q2	$1.75M	Sell	29,200 -3,428	-11%	-$205K	0.51%	70
2020 Q1	$1.96M	Sell	32,628 -3,140	-9%	-$197K	0.74%	42
2019 Q4	$2.17M	Sell	35,768 -476	-1%	-$27.8K	0.67%	47
2019 Q3	$2.11M	Buy	36,244 +15,416	+74%	+$834K	0.75%	46
2019 Q2	$1.07M	Sell	20,828 -20	-0.1%	-$984	0.44%	74
2019 Q1	$1.01M	Buy	20,848 +7,504	+56%	+$343K	0.4%	87
2018 Q4	$580K	Buy	13,344 +1,100	+9%	+$48.1K	0.28%	109
2018 Q3	$513K	Buy	12,244 +868	+8%	+$37K	0.23%	119
2018 Q2	$475K	Sell	11,376 -1,564	-12%	-$63.2K	0.24%	112
2018 Q1	$529K	Buy	12,940 +1,520	+13%	+$58.6K	0.24%	113
2017 Q4	$446K	Buy	+11,420	New	+$441K	0.23%	110

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

Slow Capital's NEE Position: Q4 2023 in Review

Slow Capital sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 23,975 shares — an estimated $1.37M sold.

Slow Capital first reported a position in NEE in Q4 2017 and held it in 24 quarters. The position peaked at $2.9M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Slow Capital reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Slow Capital sold 23,975 NextEra Energy shares in Q4 2023, an estimated $1.37M.
Slow Capital first reported a position in NextEra Energy in Q4 2017 and held it in 24 quarters.
Slow Capital's NextEra Energy position peaked at $2.9M in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Slow Capital's 13F filing for Q4 2023, filed 31 Jan 2024.