Sustainable Insight Capital Management’s NextEra Energy NEE Stock Holding History

Sustainable Insight Capital 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 Q4	–	Sell	-17,100	Closed	-$1.45M	–	85
2024 Q3	$1.45M	Sell	17,100 -12,600	-42%	-$983K	0.66%	32
2024 Q2	$2.1M	Buy	+29,700	New	+$2.11M	1.05%	28
2023 Q2	–	Sell	-3,800	Closed	-$293K	–	80
2023 Q1	$293K	Buy	3,800 +900	+31%	+$69.2K	0.29%	62
2022 Q4	$242K	Buy	2,900 +300	+12%	+$24.2K	0.27%	85
2022 Q3	$204K	Sell	2,600 -10,500	-80%	-$891K	0.24%	95
2022 Q2	$1.05M	Buy	13,100 +9,000	+220%	+$685K	1.05%	30
2022 Q1	$347K	Buy	4,100 +796	+24%	+$63.8K	0.25%	69
2021 Q4	$308K	Sell	3,304 -13,671	-81%	-$1.18M	0.17%	83
2021 Q3	$1.33M	Buy	16,975 +5,575	+49%	+$450K	0.86%	28
2021 Q2	$835K	Buy	+11,400	New	+$856K	0.49%	39
2021 Q1	–	Sell	-8,000	Closed	-$617K	–	127
2020 Q4	$617K	Buy	+8,000	New	+$598K	0.42%	43
2020 Q1	$1.12M	Buy	+18,668	New	+$1.17M	1.57%	23

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

Sustainable Insight Capital Management's NEE Position: Q4 2024 in Review

Sustainable Insight Capital Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 17,100 shares — an estimated $1.45M sold.

Sustainable Insight Capital Management first reported a position in NEE in Q1 2020 and held it in 12 quarters. The position peaked at $2.1M in Q2 2024. 2,770 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Sustainable Insight Capital Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Sustainable Insight Capital Management sold 17,100 NextEra Energy shares in Q4 2024, an estimated $1.45M.
Sustainable Insight Capital Management first reported a position in NextEra Energy in Q1 2020 and held it in 12 quarters.
Sustainable Insight Capital Management's NextEra Energy position peaked at $2.1M in Q2 2024.
2,770 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.