TBH Global Asset Management’s NextEra Energy NEE Stock Holding History

TBH Global 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	-14,855	Closed	-$851K	–	234
2023 Q3	$851K	Buy	14,855 +9,905	+200%	+$686K	0.16%	100
2023 Q2	$367K	Buy	+4,950	New	+$375K	0.07%	175
2022 Q1	–	Sell	-40,444	Closed	-$3.78M	–	189
2021 Q4	$3.78M	Sell	40,444 -558	-1%	-$48.2K	0.78%	29
2021 Q3	$3.22M	Sell	41,002 -2,144	-5%	-$173K	0.75%	35
2021 Q2	$3.17M	Buy	43,146 +1,978	+5%	+$148K	0.73%	33
2021 Q1	$3.11M	Buy	41,168 +1,734	+4%	+$135K	0.81%	31
2020 Q4	$3.04M	Sell	39,434 -974	-2%	-$72.9K	0.94%	26
2020 Q3	$2.8M	Buy	+40,408	New	+$2.79M	0.97%	24

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

TBH Global Asset Management's NEE Position: Q4 2023 in Review

TBH Global Asset Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 14,855 shares — an estimated $851K sold.

TBH Global Asset Management first reported a position in NEE in Q3 2020 and held it in 8 quarters. The position peaked at $3.78M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

TBH Global Asset Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
TBH Global Asset Management sold 14,855 NextEra Energy shares in Q4 2023, an estimated $851K.
TBH Global Asset Management first reported a position in NextEra Energy in Q3 2020 and held it in 8 quarters.
TBH Global Asset Management's NextEra Energy position peaked at $3.78M in Q4 2021.
2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on TBH Global Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.