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Terra Nova Asset Management’s NextEra Energy NEE Stock Holding History

Terra Nova 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
Q1 		– Sell
-20,657
Closed -$1.25M – 88
2023
Q4 		$1.25M Sell
20,657
-13,344
-39% -$760K 1.1% 41
2023
Q3 		$2.52M Hold
34,001
– – 2.3% 13
2023
Q2 		$2.52M Sell
34,001
-200
-0.6% -$15.1K 2.3% 13
2023
Q1 		$2.64M Buy
34,201
+432
+1% +$33.2K 2.58% 8
2022
Q4 		$2.82M Sell
33,769
-1,390
-4% -$112K 2.96% 2
2022
Q3 		$2.76M Buy
35,159
+1,161
+3% +$98.5K 3.01% 4
2022
Q2 		$2.63M Buy
33,998
+444
+1% +$33.8K 2.93% 5
2022
Q1 		$2.84M Buy
33,554
+1,241
+4% +$99.5K 2.64% 9
2021
Q4 		$3.02M Sell
32,313
-949
-3% -$82K 2.26% 13
2021
Q3 		$2.61M Buy
33,262
+1,206
+4% +$97.3K 2.1% 15
2021
Q2 		$2.35M Sell
32,056
-3,505
-10% -$263K 2.02% 15
2021
Q1 		$2.69M Buy
35,561
+3,204
+10% +$250K 2.38% 10
2020
Q4 		$2.5M Buy
+32,357
New +$2.42M 2.52% 13
2018
Q4 		$1.28M Sell
29,440
-324
-1% -$14.2K 3.45% 9
2018
Q3 		$1.25M Buy
29,764
+13,800
+86% +$587K 1.89% 24
2018
Q2 		$667K Buy
15,964
+5,288
+50% +$214K 1.15% 33
2018
Q1 		$436K Hold
10,676
– – 0.77% 37
2017
Q4 		$417K Buy
+10,676
New +$412K 0.72% 43
2016
Q3 		– Sell
-7,680
Closed -$250K – 77
2016
Q2 		$250K Sell
7,680
-5,100
-40% -$153K 0.43% 64
2016
Q1 		$378K Buy
+12,780
New +$359K 0.44% 77

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Terra Nova Asset Management's NEE Position: Q1 2024 in Review

Terra Nova Asset Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 20,657 shares — an estimated $1.25M sold.

Terra Nova Asset Management first reported a position in NEE in Q1 2016 and held it in 20 quarters. The position peaked at $3.02M in Q4 2021. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Terra Nova Asset Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Terra Nova Asset Management sold 20,657 NextEra Energy shares in Q1 2024, an estimated $1.25M.
  • Terra Nova Asset Management first reported a position in NextEra Energy in Q1 2016 and held it in 20 quarters.
  • Terra Nova Asset Management's NextEra Energy position peaked at $3.02M in Q4 2021.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Terra Nova Asset Management's 13F filing for Q1 2024, filed 25 Apr 2024.