Smith Group Asset Management’s NextEra Energy NEE Stock Holding History

Smith Group Asset 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
2024 Q2	–	Sell	-31,409	Closed	-$2.01M	–	172
2024 Q1	$2.01M	Sell	31,409 -13,300	-30%	-$779K	0.11%	100
2023 Q4	$2.72M	Buy	+44,709	New	+$2.55M	0.16%	98
2022 Q1	$5.34M	Hold	63,009	–	–	0.28%	78
2021 Q4	$5.88M	Hold	63,009	–	–	0.27%	77
2021 Q3	$4.95M	Hold	63,009	–	–	0.25%	80
2021 Q2	$4.62M	Hold	63,009	–	–	0.23%	81
2021 Q1	$4.76M	Buy	+63,009	New	+$4.92M	0.25%	75
2013 Q3	–	Sell	-536	Closed	-$11K	–	434
2013 Q2	$11K	Buy	+536	New	+$10.6K	﹤0.01%	324

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

Smith Group Asset Management's NEE Position: Q2 2024 in Review

Smith Group Asset Management sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 31,409 shares — an estimated $2.01M sold.

Smith Group Asset Management first reported a position in NEE in Q2 2013 and held it in 8 quarters. The position peaked at $5.88M in Q4 2021. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Smith Group Asset Management reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Smith Group Asset Management sold 31,409 NextEra Energy shares in Q2 2024, an estimated $2.01M.
Smith Group Asset Management first reported a position in NextEra Energy in Q2 2013 and held it in 8 quarters.
Smith Group Asset Management's NextEra Energy position peaked at $5.88M in Q4 2021.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Smith Group Asset Management's 13F filing for Q2 2024, filed 31 Jul 2024.