Thornburg Investment Management’s NextEra Energy NEE Stock Holding History

Thornburg Investment 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
2021 Q2	–	Sell	-2,344	Closed	-$177K	–	218
2021 Q1	$177K	Sell	2,344 -6,928	-75%	-$541K	﹤0.01%	195
2020 Q4	$715K	Buy	9,272 +1,624	+21%	+$121K	0.01%	185
2020 Q3	$531K	Hold	7,648	–	–	0.01%	140
2020 Q2	$459K	Buy	7,648 +320	+4%	+$19.2K	0.01%	141
2020 Q1	$441K	Hold	7,328	–	–	0.01%	146
2019 Q4	$444K	Buy	7,328 +964	+15%	+$56.3K	﹤0.01%	152
2019 Q3	$371K	Buy	+6,364	New	+$344K	﹤0.01%	154
2017 Q4	–	Sell	-4,156	Closed	-$152K	–	252
2017 Q3	$152K	Sell	4,156 -3,528	-46%	-$129K	﹤0.01%	240
2017 Q2	$269K	Sell	7,684 -8,116	-51%	-$277K	﹤0.01%	246
2017 Q1	$507K	Buy	15,800 +1,276	+9%	+$40.1K	﹤0.01%	242
2016 Q4	$434K	Buy	14,524 +8,076	+125%	+$241K	﹤0.01%	272
2016 Q3	$197K	Buy	6,448 +220	+4%	+$6.93K	﹤0.01%	252
2016 Q2	$203K	Sell	6,228 -2,096	-25%	-$62.9K	﹤0.01%	255
2016 Q1	$246K	Sell	8,324 -3,268	-28%	-$91.7K	﹤0.01%	250
2015 Q4	$301K	Buy	+11,592	New	+$293K	﹤0.01%	273

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thornburg Investment Management's NEE Position: Q2 2021 in Review

Thornburg Investment Management sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 2,344 shares — an estimated $177K sold.

Thornburg Investment Management first reported a position in NEE in Q4 2015 and held it in 15 quarters. The position peaked at $715K in Q4 2020. 2,145 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Thornburg Investment Management reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Thornburg Investment Management sold 2,344 NextEra Energy shares in Q2 2021, an estimated $177K.
Thornburg Investment Management first reported a position in NextEra Energy in Q4 2015 and held it in 15 quarters.
Thornburg Investment Management's NextEra Energy position peaked at $715K in Q4 2020.
2,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Thornburg Investment Management's 13F filing for Q2 2021, filed 11 Aug 2021.