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	$28.5M	Buy	337,100 +23,000	+7%	+$1.79M	0.45%	37
2024 Q2	$22.2M	Sell	314,100 -14,200	-4%	-$1.01M	0.45%	41
2024 Q1	$19.8M	Buy	+328,300	New	+$19.2M	0.49%	40
2023 Q4	–	Hold	0	–	–	–	10
2023 Q3	–	Hold	0	–	–	–	10
2023 Q2	–	Hold	0	–	–	–	16
2023 Q1	–	Hold	0	–	–	–	50
2022 Q4	–	Hold	0	–	–	–	48
2021 Q4	–	Hold	0	–	-$49K	–	163
2021 Q3	–	Hold	0	–	–	–	133
2021 Q2	–	Hold	0	–	–	–	150
2021 Q1	–	Hold	0	–	–	–	161
2020 Q4	–	Hold	0	–	–	–	150
2020 Q3	–	Hold	0	–	–	–	138
2020 Q2	–	Hold	0	–	–	–	120
2020 Q1	–	Hold	0	–	–	–	109
2017 Q3	–	Hold	0	–	-$49K	–	834
2017 Q2	–	Hold	0	–	–	–	280
2017 Q1	–	Hold	0	–	–	–	321

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

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. 2,662 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.
2,662 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.