Theory Financial’s NextEra Energy NEE Stock Holding History

Theory Financial’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	-3,588	Closed	-$218K	–	79
2023 Q4	$218K	Hold	3,588	–	–	0.12%	67
2023 Q3	$206K	Hold	3,588	–	–	0.12%	67
2023 Q2	$266K	Hold	3,588	–	–	0.15%	54
2023 Q1	$277K	Hold	3,588	–	–	0.17%	54
2022 Q4	$300K	Buy	+3,588	New	+$290K	0.2%	53
2022 Q2	$255K	Buy	3,220 +128	+4%	+$9.74K	0.18%	54
2022 Q1	$262K	Hold	3,092	–	–	0.17%	50
2021 Q4	$289K	Buy	+3,092	New	+$267K	0.19%	42

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Theory Financial's NEE Position: Q1 2024 in Review

Theory Financial sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 3,588 shares — an estimated $218K sold.

Theory Financial first reported a position in NEE in Q4 2021 and held it in 8 quarters. The position peaked at $300K in Q4 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Theory Financial reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Theory Financial sold 3,588 NextEra Energy shares in Q1 2024, an estimated $218K.
Theory Financial first reported a position in NextEra Energy in Q4 2021 and held it in 8 quarters.
Theory Financial's NextEra Energy position peaked at $300K in Q4 2022.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Theory Financial's 13F filing for Q1 2024, filed 13 May 2024.