Spouting Rock Asset Management’s NextEra Energy NEE Stock Holding History

Spouting Rock 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
2023 Q4	–	Sell	-12,802	Closed	-$733K	–	147
2023 Q3	$733K	Buy	12,802 +6,755	+112%	+$468K	0.23%	72
2023 Q2	$449K	Hold	6,047	–	–	0.16%	103
2023 Q1	$466K	Sell	6,047 -156	-3%	-$12K	0.16%	110
2022 Q4	$519K	Buy	6,203 +156	+3%	+$12.6K	0.39%	77
2022 Q3	$474K	Buy	+6,047	New	+$513K	0.36%	80

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

Spouting Rock Asset Management's NEE Position: Q4 2023 in Review

Spouting Rock Asset Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 12,802 shares — an estimated $733K sold.

Spouting Rock Asset Management first reported a position in NEE in Q3 2022 and held it in 5 quarters. The position peaked at $733K in Q3 2023. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Spouting Rock Asset Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Spouting Rock Asset Management sold 12,802 NextEra Energy shares in Q4 2023, an estimated $733K.
Spouting Rock Asset Management first reported a position in NextEra Energy in Q3 2022 and held it in 5 quarters.
Spouting Rock Asset Management's NextEra Energy position peaked at $733K in Q3 2023.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Spouting Rock Asset Management's 13F filing for Q4 2023, filed 16 Feb 2024.