Symmetry Partners’s NextEra Energy NEE Stock Holding History

Symmetry Partners’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	-8,381	Closed	-$593K	–	362
2024 Q2	$593K	Sell	8,381 -857	-9%	-$60.8K	0.03%	244
2024 Q1	$590K	Hold	9,238	–	–	0.05%	269
2023 Q4	$564K	Sell	9,238 -3,547	-28%	-$202K	0.03%	255
2023 Q3	$732K	Sell	12,785 -2,631	-17%	-$182K	0.04%	226
2023 Q2	$1.14M	Hold	15,416	–	–	0.06%	179
2023 Q1	$1.19M	Hold	15,416	–	–	0.07%	158
2022 Q4	$1.29M	Hold	15,416	–	–	0.08%	141
2022 Q3	$1.21M	Hold	15,416	–	–	0.08%	136
2022 Q2	$1.19M	Hold	15,416	–	–	0.08%	138
2022 Q1	$1.31M	Hold	15,416	–	–	0.08%	152
2021 Q4	$1.44M	Hold	15,416	–	–	0.09%	141
2021 Q3	$1.23M	Hold	15,416	–	–	0.08%	173
2021 Q2	$1.13M	Sell	15,416 -2,056	-12%	-$154K	0.08%	201
2021 Q1	$1.32M	Sell	17,472 -727	-4%	-$56.7K	0.09%	149
2020 Q4	$1.4M	Buy	18,199 +39	+0.2%	+$2.92K	0.11%	128
2020 Q3	$1.26M	Buy	18,160 +3,988	+28%	+$275K	0.11%	123
2020 Q2	$851K	Buy	14,172 +9,308	+191%	+$557K	0.11%	86
2020 Q1	$293K	Buy	+4,864	New	+$306K	0.07%	214
2019 Q4	–	Sell	-3,952	Closed	-$230K	–	356
2019 Q3	$230K	Hold	3,952	–	–	0.05%	301
2019 Q2	$202K	Sell	3,952 -18,880	-83%	-$929K	0.04%	315
2019 Q1	$1.1M	Buy	+22,832	New	+$1.04M	0.19%	72

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

Symmetry Partners's NEE Position: Q3 2024 in Review

Symmetry Partners sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 8,381 shares — an estimated $593K sold.

Symmetry Partners first reported a position in NEE in Q1 2019 and held it in 21 quarters. The position peaked at $1.44M in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Symmetry Partners reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 8,381 NextEra Energy shares in Q3 2024, an estimated $593K.
Symmetry Partners first reported a position in NextEra Energy in Q1 2019 and held it in 21 quarters.
Symmetry Partners's NextEra Energy position peaked at $1.44M in Q4 2021.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.