Summit Partners Public Asset Management’s NextEra Energy NEE Stock Holding History

Summit Partners Public 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 Q3	–	Sell	-200,000	Closed	-$14.2M	–	132
2024 Q2	$14.2M	Sell	200,000 -857,000	-81%	-$60.8M	0.54%	59
2024 Q1	$67.6M	Buy	1,057,000 +307,000	+41%	+$18M	2.32%	6
2023 Q4	$45.6M	Buy	+750,000	New	+$42.7M	1.89%	9
2020 Q4	–	Sell	-125,552	Closed	-$8.71M	–	103
2020 Q3	$8.71M	Sell	125,552 -34,448	-22%	-$2.38M	0.44%	63
2020 Q2	$9.61M	Sell	160,000 -120,000	-43%	-$7.18M	0.57%	57
2020 Q1	$16.8M	Buy	280,000 +120,000	+75%	+$7.54M	1.39%	22
2019 Q4	$9.69M	Sell	160,000 -80,000	-33%	-$4.67M	0.92%	44
2019 Q3	$14M	Buy	240,000 +80,000	+50%	+$4.33M	1.38%	24
2019 Q2	$8.19M	Hold	160,000	–	–	0.81%	50
2019 Q1	$7.73M	Buy	160,000 +20,000	+14%	+$914K	0.95%	44
2018 Q4	$6.08M	Hold	140,000	–	–	0.82%	42
2018 Q3	$5.87M	Buy	140,000 +60,000	+75%	+$2.55M	0.4%	72
2018 Q2	$3.34M	Hold	80,000	–	–	0.37%	71
2018 Q1	$3.27M	Hold	80,000	–	–	0.46%	64
2017 Q4	$3.12M	Hold	80,000	–	–	0.41%	74
2017 Q3	$2.93M	Hold	80,000	–	–	0.4%	75
2017 Q2	$2.8M	Hold	80,000	–	–	0.38%	76
2017 Q1	$2.57M	Hold	80,000	–	–	0.5%	68
2016 Q4	$2.39M	Sell	80,000 -60,000	-43%	-$1.79M	0.51%	75
2016 Q3	$4.28M	Sell	140,000 -20,000	-13%	-$630K	0.7%	59
2016 Q2	$5.22M	Buy	160,000 +40,000	+33%	+$1.2M	0.95%	31
2016 Q1	$3.55M	Buy	+120,000	New	+$3.37M	0.75%	49

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Summit Partners Public Asset Management's NEE Position: Q3 2024 in Review

Summit Partners Public Asset Management sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 200,000 shares — an estimated $14.2M sold.

Summit Partners Public Asset Management first reported a position in NEE in Q1 2016 and held it in 22 quarters. The position peaked at $67.6M in Q1 2024. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Summit Partners Public Asset Management reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Summit Partners Public Asset Management sold 200,000 NextEra Energy shares in Q3 2024, an estimated $14.2M.
Summit Partners Public Asset Management first reported a position in NextEra Energy in Q1 2016 and held it in 22 quarters.
Summit Partners Public Asset Management's NextEra Energy position peaked at $67.6M in Q1 2024.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Summit Partners Public Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.