SA
NEE icon

SpiderRock Advisors’s NextEra Energy NEE Stock Holding History

SpiderRock Advisors’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
Q3 		$34.5M Buy
408,700
+14,884
+4% +$1.16M 0.55% 31
2024
Q2 		$27.9M Sell
393,816
-8,275
-2% -$587K 0.56% 33
2024
Q1 		$24.2M Buy
+402,091
New +$23.6M 0.6% 30
2017
Q2 		– Hold
0
– – – 60
2017
Q1 		– Hold
0
– – – 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SpiderRock Advisors's NEE Position: Q3 2024 in Review

SpiderRock Advisors increased its NextEra Energy (NEE) stake by 3.8% in Q3 2024, buying an estimated $1.16M and bringing the position to 408,700 shares worth $34.5M. The position accounts for 0.55% of the portfolio, ranked #31.

SpiderRock Advisors first reported a position in NEE in Q1 2024 and has held it in 3 quarters since. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • SpiderRock Advisors held 408,700 shares of NextEra Energy worth $34.5M as of Q3 2024.
  • SpiderRock Advisors bought 14,884 NextEra Energy shares in Q3 2024, an estimated $1.16M.
  • NextEra Energy made up 0.55% of SpiderRock Advisors's portfolio in Q3 2024, its #31 holding.
  • SpiderRock Advisors first reported a position in NextEra Energy in Q1 2024 and has held it in 3 quarters since.
  • 2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.