Susquehanna Fundamental Investments’s NextEra Energy NEE Stock Holding History

Susquehanna Fundamental Investments’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 Q1	–	Sell	-171,747	Closed	-$14.4M	–	1053
2022 Q4	$14.4M	Buy	+171,747	New	+$13.9M	0.25%	118
2021 Q1	–	Sell	-129,712	Closed	-$10M	–	1591
2020 Q4	$10M	Buy	129,712 +4,028	+3%	+$301K	0.18%	152
2020 Q3	$8.72M	Buy	+125,684	New	+$8.68M	0.26%	85
2019 Q2	–	Sell	-124,052	Closed	-$6M	–	390
2019 Q1	$6M	Hold	124,052	–	–	0.68%	43
2018 Q4	$5.39M	Hold	124,052	–	–	0.94%	21
2018 Q3	$5.2M	Hold	124,052	–	–	0.88%	22
2018 Q2	$5.18M	Buy	+124,052	New	+$5.01M	0.77%	28

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Susquehanna Fundamental Investments's NEE Position: Q1 2023 in Review

Susquehanna Fundamental Investments sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 171,747 shares — an estimated $14.4M sold.

Susquehanna Fundamental Investments first reported a position in NEE in Q2 2018 and held it in 7 quarters. The position peaked at $14.4M in Q4 2022. 2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Susquehanna Fundamental Investments reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 171,747 NextEra Energy shares in Q1 2023, an estimated $14.4M.
Susquehanna Fundamental Investments first reported a position in NextEra Energy in Q2 2018 and held it in 7 quarters.
Susquehanna Fundamental Investments's NextEra Energy position peaked at $14.4M in Q4 2022.
2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2023, filed 16 May 2023.